Multiple factors influence how practicing lawyers approach investments and retirement planning. At Harris Financial Advisors, we offer strategic advice that addresses the unique risk profiles of attorneys.
While childcare options enabling women to remain part of the paid U.S. workforce continue to expand, multiple studies reveal much less support for working women who, without pay, care for aging adults (most often their parents).
Rebalancing is the process of adjusting a portfolio’s current asset allocation to pre-established target weights, based on a specific investor’s goals and risk appetite. According to a recent Vanguard study, asset allocation contributes to 91.1% of portfolio performance with the balance attributed to security selection.1
When it comes to estate planning, establishing a trust can be a helpful way to ensure long-term financial stability and manage assets over time. Trusts exist in a wide variety of forms to serve individuals, couples and families over lifetimes and after death.¹ Trusts are established for a variety of reasons, among them:
For more than two decades, Harris Financial Advisors has demonstrated its commitment to the fiscal well-being and overall success of our nonprofit clients. We specialize in aligning investment strategy with philanthropic missions, supporting leaders in creating dynamic organizations, and providing resources and perspectives to maximize overall charitable impact.