By: Harris Financial Advisors | On: January 30, 2018 | Category: Financial Planning |

3 Questions Every Nonprofit Should Ask When Creating a Focused Investment Approach

After working with nonprofits for more than two decades, we’ve experienced first-hand how challenging it can be to create a focused investment approach. Interweaving the right elements into a strategy that marries your organization’s particular financial needs with the philosophical aspects of its charitable aims is a formidable task. As a starting point, here are three questions that can help shape your thinking around this critical process.

Harris Financial Advisors 2017 Q4 Market Review

By: Harris Financial Advisors | On: January 22, 2018 | Category: Quarterly Report |

By the Numbers – 2017 4th Quarter Report

The global capital markets delivered strong results in 2017.  Global stocks registered their second best year in the ten calendar years since 2008.  Commodities notched their fourth best year and real estate its fifth best year over the same period.  While US and world bonds have had multiple solid years over the decade, positive results in 2017 were a noteworthy triumph as interest rate headwinds continued to build.

By: Harris Financial Advisors | On: January 3, 2018 | Category: Financial Planning |

6 Financial Planning Tips for 2018

The beginning of a new year is the perfect time to review where you have been and where you are going, especially when it comes to your financial well-being. Think of it as an opportunity to reflect on the big picture and make any necessary tweaks before the year gets away from you. Here are six tips to put you on track for a great 2018.