Jan 2020

The fourth quarter capped the end to a notable year in the markets as all seven of the major asset classes delivered positive returns in 2019. Global capital markets proved resilient against the backdrop of trade tensions, better than feared economic data, Brexit, unrest in Hong Kong, stimulus packages and lower interest rates, among many other developments.

Dec 2019

Nov 2019

Oct 2019

Four of the seven major asset classes advanced over the 3rd quarter, and three showed mild weakness as newswire reports of trade escalation, currency manipulation, interest rate cuts, Brexit turmoil, protests in Hong Kong, and Iranian military action weighed on financial markets. Even with the dizzying headlines, all major asset classes remained in positive territory year-to-date through the end of the quarter.

Sep 2019

If you’re a business owner, are you taking the steps necessary to ensure a prosperous retirement? Business owners face a variety of unique questions when it comes to retirement planning, and many put off answering those questions longer than they should. In fact, one-third of nearly 2,000 small business owners recently surveyed said they don’t have a retirement plan.

Multiple studies show that complex changes in year-end charitable giving behaviors in the United States affected nonprofits during the 2018 giving season. While it remains to be seen what year-end donations to nonprofits will look like in 2019, Harris Financial Advisors (“HFA”) continues to work closely with nonprofit leaders and investment committee members as this year’s giving season approaches.

Aug 2019

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.