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Investment Update

 

William A. Harris, CFA earned his undergraduate degree, with honors, from Stanford University, including study at Oxford University. He received his Masters of Science in Financial Analysis (MSFA) from Portland State University. He has completed the Chartered Financial Analyst program and earned the CFA designation, a globally-recognized standard for measuring the competence and integrity of investment professionals.

As Chief Investment Officer, Bill determines the firm’s overall investment strategy for financial assets. He has led the Allen Trust Company investment team since 2004.  Find out more about William A Harris.

 

2017 - 2016 - ARCHIVE

 

2017

The Winds of Change: With political, economic, and monetary underpinnings for financial markets in transition, investors will be faced with an array of questions to ponder as 2017 unfolds. In January’s newsletter, Julie Bryan reviews 2016 results and discusses a key area of focus investors may want to consider when evaluating the potential for financial markets in 2017.
1/15/2017

 

2016

Health Savings Accounts (HSAs) are not a new development in the healthcare world. However, the way in which they are being used has evolved over the past 12 years and is anticipated to change further under a Trump presidency and Republican-led legislative branch. In this month’s Investment Update, Allison Grebe Lee writes about the possible future of HSAs in 2017.
12/7/2016

 

With equity markets responding favorably to election results, investors need to consider the extent to which economic growth can substantively increase. In this month’s newsletter, Julie Bryan details the role demographics and public debt levels play in gross domestic product (GDP) growth prospects.
11/15/2016

 

In this month’s newsletter, Bill Harris considers the interaction of earnings growth, stock prices and interest rates, and the gravitational pull of market fundamentals when valuations stretch high: “For six straight quarters, US companies’ earnings growth has flagged, yet stock prices have kept gunning along... due in no small part to low, low interest rates, which have helped ramp market momentum since the Great Financial Crisis. In the third quarter, however, rates may have hit their limit.”
10/14/2016

 

Succession planning and estate planning are two essential, complimentary components of mapping out business owners’ financial futures. However, they are often used interchangeably and are confused for each other. In this month’s newsletter we tackle what succession planning is and what estate planning is and how they can work together for a stronger bottom line.
9/12/2016

 

In this month’s newsletter, Bill Harris recaps the second quarter of the year, which saw modest gains across most markets, notwithstanding a jolt in late June as Britain voted to exit the European Union. While the markets seem to have dismissed “Brexit” as a momentary curiosity, Bill calls it a shot across the bow of one of the most powerful trends of the last quarter century: global market integration. Long-term, it matters. 
8/12/2016

 

In this month’s newsletter, Bill Harris recaps the second quarter of the year, which saw modest gains across most markets, notwithstanding a jolt in late June as Britain voted to exit the European Union. While the markets seem to have dismissed “Brexit” as a momentary curiosity, Bill calls it a shot across the bow of one of the most powerful trends of the last quarter century: global market integration. Long-term, it matters. 
7/14/2016

 

As spring turns into summer, college seniors turn into college graduates. They go from final exams and textbooks to high rent and student debt. In light of these savings obstacles, what is the best gift for a newly minted alumnus? Find out in this month’s newsletter as we investigate giving them the gift of extra retirement years. 
6/15/2016

 

While near-term stock prices of energy companies may follow the ebbs and flows of current supply and demand, it could be that companies without a solid strategy to adapt to revolutionary changes under way either will not survive or will experience permanent impairment of their valuation. In this month’s newsletter, we take a look at changes under way in the energy patch.
5/15/2016

 

In this month’s newsletter, Bill Harris recaps financial market performance in the first quarter of the year, which started ugly but finished largely untroubled. Altogether, the environment favored our investment approach, with value stocks beating growth stocks, and quality besting non-quality “by a country mile.”
4/13/2016

 

The Federal Reserve has done some heavy lifting to drive positive economic progress. The hand off to fiscal policy action is needed for economic stimulus going forward. Market volatility and falling interest rates as 2016 begins indicate concerns about headwinds to growth.
3/15/2016

 

The Federal Reserve has done some heavy lifting to drive positive economic progress. The hand off to fiscal policy action is needed for economic stimulus going forward. Market volatility and falling interest rates as 2016 begins indicate concerns about headwinds to growth.
2/15/2016

 

In this month’s newsletter, Bill Harris recaps financial market performance and Fed policy change in 2015: “…the real chandelier-swinging happened back in 2013’s stock and junk bond rallies, and by last year, not much remained in the punch bowl but half-melted ice and a few stray chads of wet confetti.”
1/12
/2016

 

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"We don't sell products, we sell knowledge - but I think what really sets us apart as superior investment managers is our passion for each client's success." Stuart Allen

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