pink hearts

On: Feb 14 2017 | Category: Community Involvement

HFA’s Most Memorable Valentine’s Gifts

Love is in the air. Every Valentine’s Day millions of flowers, chocolates and cards are painstakingly selected and given to show one’s love. Just because we have the best intentions when choosing that perfect gift for our special Valentine, doesn’t necessarily mean we always hit the mark. While we want our gift to stand out as the best ever, many of us fall a little short while others far exceed expectations.

On: Feb 10 2017 | Category: In the News

Harris Financial Advisors Names Stewart Darrell as President

Harris Financial Advisors (HFA) announced today that Stewart Darrell, CFA, has been named president of the firm. Stewart joined Harris Financial in 2016 and has nearly twenty years of financial industry experience. As president, he will help shape the strategy and direction of the organization, work closely with the firm’s wealth advisors, and continue to serve clients directly.

2016 4th Quarter Report

On: Feb 1 2017 | Category: Quarterly Report, Retirement Savings

By the Numbers – 2016 4th Quarter Report

Every year has its fair share of surprises. Many are welcome, some are not, and most don’t make sense without days, months, or even years of hindsight. We are pleased to report that 2016 was a good year for the capital markets, particularly in light of its five biggest surprises (to be detailed in our downloadable pdf report below).

Do You Plan Based On Silly Predictions?

February 2nd is Groundhog Day, a day when we gleefully look to a large species of squirrel to provide our 6-week weather forecast. Luckily, a lot more of financial planning can be controlled than the weather.

Resolutions

5 New Year’s Resolutions, Inspired by a 3-Month Old

As 9pm approached on December 31, I glanced across the room at my wife who was dozing off while feeding our 3-month old daughter, Keylin. I began thinking about my top 5 tips I plan to give my daughter related to New Year’s Resolutions.

25th Annivesary Seal

On: Jan 1 2017 | Category: In the News

25 Years and Counting – The Conversation Continues (Part I)

2017 marks our 25th year in business! Looking back, we have come a long way. We now have a team of 15 professionals and staff members with various, backgrounds, specialties and credentials.

Holiday Shopping Crowd

On: Dec 15 2016 | Category: Retirement Savings

A New Dad Reveals Secrets of Holiday Shopping Success

As you begin your own shopping adventure, here are the 4 “pain-relieving secrets” used by a Certified Financial Planner™ during his first holiday shopping season with a newborn:

US Flag

On: Nov 17 2016 | Category: Elections, Retirement Savings

Post-Election, One Week Later

Watching the market’s reaction to the surprise Donald Trump victory over the last week has been a lot like riding Space Mountain. The first fourteen hours had a 1,000-point swing in the Dow, a phenomenon we wrote about last week.

Miller Center Think Tank

On: Nov 14 2016 | Category: Community Involvement, Elections

The Secret White House Recordings: Lessons for the Next President-Elect

Harris Financial Advisors recently held a series of presentations in conjunction with the Miller Center, a non-partisan public policy think tank. We listened to secret recordings from the Kennedy, Johnson and Nixon administrations and discussed their relevance to the recent Presidential election.