FinancialChallenges-CourtHouse-Harris Financial Advisors

By: Harris Financial Advisors | On: June 11, 2019 | Category: Financial Planning |

Attorneys: make the case for your own financial plan

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.

Harris Financial Advisors-FinancialCosts...Sunset Couple2

By: Harris Financial Advisors | On: May 28, 2019 | Category: Financial Planning |

Are you a caregiver for a loved one? Take these steps to protect your finances

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).

Harris Financial-Benefits of Rebalancing-Balancing Rocks

By: Harris Financial Advisors | On: May 21, 2019 | Category: Financial Planning |

Rebalancing Investment Portfolios: an approach to managing risk

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

Revocable-Taylor measuring-Harris Financial

By: Harris Financial Advisors | On: May 1, 2019 | Category: Financial Planning |

Revocable Living Trust: measuring the benefits

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:

Harris Financial-Nonprofit-drafting board

By: Harris Financial Advisors | On: April 2, 2019 | Category: Nonprofit |

Nonprofits: drafting a successful investment strategy

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.