With the 1st quarter of 2018 in the books, nostalgia for the calm of 2017 is palpable. As you recall, major asset classes finished in positive
territory for the year, and financial markets proved to be relatively immune to negative headlines. Thus far, 2018 has exhibited an entirely
new temperament with volatility more in line with historical levels. Fears over interest rates, inflation, tariffs and trade wars have offered
perplexing juxtapositions to positive economic reports, tax cuts and government spending - all of which have contributed to financial
markets seesawing forcibly at times.
A good retirement plan gives you a snapshot of your current situation along with multiple “what-if” future scenarios. Your plan is not complete until you factor in the great unknown – the future cost of a long-term care event for you or a loved one.
We’re honored to announce that AdvisoryHQ has recognized Harris Financial Advisors as a Top Financial Advisor in Los Angeles for 2018. Thank you to all of our team members and clients who made this possible.
It’s Women’s History Month and a great time to recognize the accomplishments of women today and those who have come before. Exciting changes are afoot and for the first time in history, women are increasing the size of their paychecks, securing more advanced degrees and making their mark in significant ways across almost every field. Let’s drill down to the financial gaps that still need closing.
If the succession or sale of your business is on the horizon, there are many steps to be taken before venturing down this road. You’ll need to tailor your strategy and financial approach to your unique needs and goals to ensure a successful transition. Here are some ideas to get you started.
Members of our Operations Team (Michael DeSantis, Jon Bacon and Armando Herrera) worked to help in the fight in global hunger. Special thanks to Rotary Club of Palos Verdes Peninsula and Rise Against Hunger. #community
For nonprofit leaders, managing an investment portfolio to support a charitable organization’s mission is a significant challenge. Proper investment stewardship requires the right blend of heart, dedication and expertise. Assessing whether an organization has the right elements in place for success is critical to ensuring its well-being. Here are three guideposts that are essential to building financial wherewithal within a nonprofit organization:
Congratulations! You are getting married again. There are probably other things on your mind, but let's talk finances for a moment. Building the financial cornerstone of your marriage should begin well before you walk down the aisle for the second time. After all, your life is likely more complex than it was the first time around. Here are some concepts and ideas to help you make the right money moves before repeating “I do”.
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.
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.