On: Jul 18 2017 | Category: Quarterly Report, Retirement Savings

By the Numbers: 2017 2nd Quarter Report

Emerging market stocks registered another strong quarter returning 6.3% for the period. International developed stocks and US stocks also rose, returning 5.6% and 3.0% respectively. Global real estate increased 2.0%, while U.S bonds returned 1.7% and global bonds returned 0.4%. Commodities declined for the second quarter in a row falling 3.0% for the period. With the first half of 2017 in the books, six of the seven major asset classes are in positive territory.

Summer Intern Lauren

On: Jul 3 2017 | Category: Uncategorized

Meet Our Summer Intern

We have had the privilege of having Lauren Kuhn (yes, Matt’s daughter) as an intern at Harris Financial Advisors this summer.

On: Jun 22 2017 | Category: In the News

Financial Times Names Harris Financial Advisors To Top Adviser List

Harris Financial Advisors is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Adviser list. This list recognizes top independent Registered Investment Advisor (RIA) firms from across the U.S.

stock chart

On: Jun 16 2017 | Category: Long Term Planning, Retirement Savings

Keeping Your Seat Pays Off

It is important not to give up long‐term gains for temporary short‐term stability. Not staying invested and choosing to pull out of markets until they’re less volatile can mean the loss of tens of thousands of dollars (or more).

Social Security cards

Social Security and Divorce: What You Need to Know

Anyone who has been through a divorce knows the life-changing toll it takes on a person, emotionally and financially.

Globe Money

On: May 17 2017 | Category: Elections, Long Term Planning, Retirement Savings

Elections and Investments – What’s the Disconnect?

There is always more to the markets than what is seen on television and blasted from the headlines. Careful consideration of all aspects of an investment – political, demographic, economic, and relative value, to name a few – must be made when considering the broader implications of that investment on the portfolio.

2017 1st Quarter Report

On: May 2 2017 | Category: Quarterly Report, Retirement Savings

By the Numbers: 2017 1st Quarter Report

Equities led the way with Emerging Markets stocks returning 11.5%, International Developed stocks returning 6.8% and U.S. stocks returning 5.7% for the period. U.S bonds, global bonds and real estate reversed their retreat from last quarter and commodities registered the only negative return for the quarter.

Fund Growth

On: Apr 17 2017 | Category: Long Term Planning, Retirement Savings

The Wager of the Decade: Hedge Funds vs. S&P 500

Nine years ago Warren Buffett offered a wager that the S&P 500 would outperform hedge funds over an extended period of time. Only one individual, Ted Seides of Protégé Partners, rose to the challenge.

Child Education Book

On: Apr 5 2017 | Category: College Planning, Long Term Planning

Give the Gift that Will Not Be Outgrown

When a gift is needed on short notice, do you find yourself scurrying around and wondering what to give? Think education and give the gift that will never be outgrown.