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.

A Sleepless Night… Feels Like Déjà Vu All Over Again

Watching the election results I am overcome with a feeling of déjà vu. The Brexit vote was a shock for many of the same reasons as tonight’s results are a shock – the polls predicted a Clinton victory just as a Brexit Stay victory was predicted.

By the Numbers – 2016 3rd Quarter Report

Reflecting back on 3rd quarter asset class performance, disappointments were few and far between. Stocks provided solid returns across the globe, as domestic and global bonds inched forward. Real estate’s climb paused and commodities retraced earlier gains. Investors welcomed the mostly upward trend as last quarter ended with volatility surrounding Brexit.

By: Harris Financial Advisors | On: February 9, 2015 | Category: Retirement Savings, Uncategorized | | No comments

Retirement Plan Contribution Limits Increase in 2015

With the ringing in of the New Year comes new contribution limits for retirement plans and health savings accounts. Now is the time to adjust the amount of your salary deferrals and contributions to take advantage of the increased limits.

By: Harris Financial Advisors | On: January 6, 2015 | Category: Retirement Savings | | No comments

Net Unrealized Appreciation (NUA)

How do you go about making an important decision? What techniques do you use? What factors do you consider? Last year we helped a client analyze his pension and 401(k) options when he was getting ready to retire from one of the South Bay’s aerospace companies.