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S. Harris Financial Group

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Timely Topic – December 2018 – Recent Market Fluctuations and Privacy Policy

December 19, 2018 By S Harris Financial Group

In Light of Recent Market Fluctuations

It’s natural for times of market volatility to bring up feelings of apprehension and uncertainty for some investors. Due to recent market fluctuations, we recognize that there is a lot of “noise” in the media.  We want to ensure that while we listen to the“noise”, we are staying grounded in facts/data. Since the number of people that have reached out to us are limited, we are hopeful this means that we have kept you well informed and knowledgeable about what to expect with the market and that you are committed to the long term plan that we have in place.

In our 20+ years of experience, we’ve seen market fluctuations happen time and again, but it can be difficult for investors to get comfortable with the up and down cycles. Thankfully, those of us who study the markets know that pullbacks and corrections are necessary to sustain a healthy market and that,over time, the market has experienced positive growth. In fact, over the last 85 years, the S&P 500 has been positive over five-year rolling periods 86%*of the time.

Having concerns when volatility affects your portfolio is normal. But this is why we emphasize the importance of, and have developed, a tailored financial plan. A plan that accounts for the occasional vagaries of the market while making strides toward your long-term financial goals. Over time, notable dips such as these should feel like mere bumps in the road to fulfilling your objectives.

As your advisory team, we’re here to provide you not only with insight,but with advice on how we can help manage the effects of – and capitalize upon– the markets’ movements. We’re watching the markets closely and will reach out should anything require immediate action. In the meantime, please feel free to get in touch if you’d like additional perspective or guidance.

As always, we thank you for the trust you place in us.

The S. Harris Financial Group

Links to our Privacy Policy and ADV.

S. Harris Financial Group – Privacy Policy

S. Harris Financial Group – ADV (Part 2)

S. Harris Financial Group – Brochure Supplement

* These links can always be found on the S. Harris Financial Group website (www.SHarrisFinancial.com) under More Information

Important Investor Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

S. Harris Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.  Investment advisory services offered through S. Harris Financial Group.

Raymond James Financial Services does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential.  Raymond James Financial Services reserves the right to monitor all e-mail.

Any information provided in this e-mail has been prepared from sources believed to be reliable,but is not guaranteed by Raymond James Financial Services and is not a complete summary or statement of all available data necessary for making an investment decision.  Any information provided is for informational purposes only and does not constitute a recommendation.  Raymond James Financial Services and its employees may own options, rights or warrants to purchase any of the securities mentioned in e-mail.  This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material.  Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.  If you received this message in error, please contact the sender immediately anddelete the material from your computer.


*investment.prudential.com

The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees,which will affect actual investment performance. Individual investor’s results will vary.

Past performance is not indicative of future results. The information provided is for informational purposes only and has been obtained from sources considered to be reliable but its accuracy is not guaranteed.

To opt out of receiving future emails from us, please reply to this email with the word “Unsubscribe” in the subject line. The information contained within this commercial email has been obtained from sources considered reliable, but we do not guarantee the foregoing material is accurate or complete.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

© 2018 Raymond James & Associates, Inc.,member New York Stock Exchange/SIPC. All rights reserved.

Filed Under: Articles of Interest

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CONTACT
Phone 210.547.3450
info@SHarrisFinancial.com

4456 Lockhill Selma Road, Suite 101
San Antonio, Texas 78249
fax 210.547.3451

  • Who We Are
    • Mission / Vision / Values
    • Who We Serve
    • What Makes Us Different
    • Our Commitment
    • About Us
    • FAQ
  • What We Do
    • Financial Planning / Wealth Management
    • Investment Management
    • Divorce Financial Analysis
    • Business Solutions
    • Second Opinion Service
  • How We Do It
    • Our Actionable Plan Approach
    • Investment Philosophy
  • Resources
    • Market Commentary
    • YouTube / Videos
    • Newsletters
    • Articles of Interest
    • Links of Interest
    • Other Resources
  • More Information

DISCLOSURES  |  FORM CRS

COPYRIGHT © 2025 S. HARRIS FINANCIAL. CREATED BY SYNERGY MARKETING

S. Harris Financial Group, LLC ("SHFG") is a Registered Investment Advisor ("RIA"), located in the State of Texas. SHFG provides investment advisory and related services for clients nationally. SHFG will maintain all applicable registration and licenses as required by the various states in which SHFG conducts business, as applicable. SHFG renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.