Skip to main content

HFS Weekly Insights

Harrison Financial Services is committed to providing ongoing education and insights related to holistic wealth management. Members of the Harrison Financial Services Investment Committee provide Weekly updates to ensure our clients, colleagues and industry partners are well informed on the latest industry trends and market movements.

The opinions expressed are those of Harrison Financial Services as of the date stated on each communication and are subject to change. The investment professionals at Harrison Financial Services provide views and commentary on the current marketplace. This information is designed as general commentary regarding our views on the relative attractiveness of different asset classes and asset allocation strategies. This material does not constitute investment advice and is not intended as an endorsement of any specific investment or security.

Keep in mind that this viewpoint can and will change as valuations and economic variables evolve. These views are made in the context of a well-diversified portfolio, not in isolation, and are not a recommendation for individual investors. Decisions about investments should always be made on an individual basis or in consultation with a Financial Advisor, based on an individual’s preferred risk levels and long-term goals.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. Indexes and/or benchmarks are unmanaged and cannot be invested in directly. Returns represent past performance, are not a guarantee of future performance and are not indicative of any specific investment. Diversification and strategic asset allocation do not assure profit or protect against loss.

Digitally generated image, perfectly usable for all kinds of topics related to financial technology, business and economy, user statistics or data science.

Don’t Abuse the P/E Ratio

May 23, 2024

In life, people prefer the simple to the complex.  However, when something that is inherently complex is misunderstood and thought of as being simple, it can cause problems.  That’s the way that HFS feels about the Price-to-Earnings (P/E) ratio. Read the full article here.

Bar chart with candlesticks

Higher Rates are a Big Headwind for Private Equity

May 17, 2024

At HFS, we believe that there are few parts of the investment world that benefited more from low interest rates than private equity. In fact, during most of this industry’s existence, interest rates have been steadily falling, which proved to be rocket fuel for the debt-powered deals common among private equity shops. Read the full article here.

Financial graph on technology

The Great Bond Bear Market Continues

May 9, 2024

Bonds may be boring, but they play an integral role in many investment allocations. While their returns are rarely sexy, they can be the “yin” to stock’s “yang”. By helping to dampen the volatility of the equity side of the portfolio, bonds can help investors endure sharp downturns and stick to their long-term financial plan. Read the full article here.

AI, Artificial Intelligence concept,3d rendering, conceptual image

More Evidence that AI is Delivering Results

May 2, 2024

Our goal with these weekly commentaries is to highlight what we believe are the most impactful market developments.  Our core belief is that we’re at a transformative and historical moment with the emergence of artificial intelligence (AI) that will reshape businesses, our economy, and our lives. Read the full article here.

Close up of African American voter with national flag in waiting line during US elections.

Stocks Don’t Care About Politics

April 26, 2024

Politics and elections bring out the passion in many of us.  What’s right and wrong with our society and government, the way things were or should be, and who’s the leader to fix such issues. Read the full article here.

business people using artificial intelligence (AI) Automation, Predictive analytics, Customer service AI-powered chatbot, analyze customer data, Futuristic technology transformation.

Can AI Double Our Productivity?

March 1, 2024

Intelligent investors know that artificial intelligence (AI) has enormous potential.  Most of us have tested some type of AI chatbot like ChatGPT or Perplexity.  We also know that there’s a massive amount of investment happening with AI-related chips, which we saw last week from the world’s largest provider of GPUs (graphics processing units). Read the full article here.

Businessman touching the brain working of Artificial Intelligence (AI) Automation, Predictive analytics, Customer service AI-powered chatbot, analyze customer data, business and technology

AI – No You Haven’t “Missed” It

February 22, 2024

“Did I miss it?”  It’s a natural question for investors to ask.  It’s easy to look at rising stock prices and think that the opportunity has passed you by.  Maybe some even go so far as to label it a “bubble” as some form of justification. Read the full article here.

Mature man talking on the phone and checking the time on his wristwatch at office

When is a Good Time to Invest in the Stock Market?

January 31, 2024

There’s a long-lasting saying when it comes to equity investing; “time in the market beats timing the market.”  Of course, it’s long-lasting because it’s generally true.  However, it keeps getting repeated because not enough people follow such advice.  Read the full article here.

Mid adult man checking financial information on a smart phone while doing his bookkeeping in his home office in Japan. Depicts Trading view financial market chart.

International Stocks are Cheap, but for a Reason

January 25, 2024

Price is what we pay.  Value is what we get in return.  That’s the issue with international equities.  Sure, they’re less expensive than US stocks (and have been for many years), which often makes them a “top pick” for many market strategists hoping that their discount with the US will close.  Read the full article here.

A pair of male hands surrounding a crystal ball conjuring up a hologram on an isolated dark studio background

Welcome to Crystal Ball Season!

January 4, 2024

Everybody loves a prediction.  Whether it’s a sporting event, an election, the weather, or the stock market, the “experts” will give their rationale and attempt to forecast the future.  With 2024 upon us, it’s that time of year for stock market outlooks.  Read the full article here.