Harris Financial-Csuite Execs-Diversifying Wealth-Man viewing skyscraper

By: Harris Financial Advisors | On: August 9, 2019 | Category: Financial Planning, Investing |

C-Suite Executives: Diversifying Concentrated Wealth

C-suite executives often face challenges in developing long-term investing strategies that suit their unique financial positions. We regularly work with executives to develop forward-thinking strategic investment plans to help manage the specific risk factors that accompany their personal wealth.

019 Q2 Market Review - HFA Version1 FINAL

By: Harris Financial Advisors | On: August 7, 2019 | Category: Quarterly Report |

By the Numbers – 2019 2nd Quarter Report

After a robust first quarter, most major asset classes gained additional ground by the end of June.  Lingering apprehensiveness over the tariff situation, soft global growth, Brexit, geopolitical unrest, and the possibility of future interest rate cuts failed to significantly hinder the financial markets. 

Harris Financial-Retirement Planning for Two-Special Occasion Couple Smiling

By: Harris Financial Advisors | On: July 9, 2019 | Category: Retirement Savings |

Retirement Planning for Two: Make the Most of Your Lives Together

Over the years, we’ve helped many couples plan for and transition into retirement. A key to success during this critical time is enhancing financial compatibility before one or both step away from their professional lives.

Marriage-Financial Union-rings on definition-Harris Financial Advisors

By: Harris Financial Advisors | On: June 25, 2019 | Category: Financial Planning |

Marriage: discussing the state of your financial union

Financial planning can be a tense topic for many married couples, but these steps¹ will make your conversations about money more productive and beneficial for both of you.

Retirement Planning Phases-Harris Financial Advisors

By: Harris Financial Advisors | On: June 18, 2019 | Category: Retirement Savings |

The 3 Phases of Retirement Planning

Taking stock of your finances before or during retirement can produce anxiety regardless of how prepared you are. For over 25 years, we have helped individuals and families transition out of careers and into their next phase of life.