Blog

Jul 2019

Jun 2019

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.

May 2019

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:

Apr 2019

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.

Mar 2019

With the majority of the first quarter of the year behind us, investors need to examine their portfolios to ensure they are properly diversified and positioned to succeed during the rest of 2019.
We generally recommend that clients diversify portfolios globally across stocks, bonds, real estate, commodities and cash. The specific allocation among these asset classes depends on a number of different factors, but establishing an appropriate strategic asset allocation helps clients weather sudden market swings, manage risk, and pursue their long-term financial goals.

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