Investment Strategies for a Large Windfall or Inheritance

Investment Strategies for a Large Windfall or Inheritance

Often, the best thing to do is to invest in assets that allow your wealth to grow over time, so that you can reap the benefits for years to come and perhaps even the rest of your life. However, deciding and researching the mechanics of how exactly to invest a large sum of money isn't always straightforward.

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Is Financial Advising Worth It? The ROI of Professional Investment Management

Is Financial Advising Worth It? The ROI of Professional Investment Management

What can individual investors do to de-risk their portfolio despite the mechanical and psychological headwinds they face? This is where the discipline, knowledge, and experience of a financial advisor can add tremendous value.

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Cashing Out Startup Shares: Calculating Potential Value and Costs

Cashing Out Startup Shares: Calculating Potential Value and Costs

As you plan to cash out your startup shares outside of a traditional liquidity event (IPO, acquisition, merger), consider the potential value, costs, and tax considerations you'll need to keep in mind as you go through this process.

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Selling Your Startup Shares: Comparison of Secondary Stock Marketplaces

Selling Your Startup Shares: Comparison of Secondary Stock Marketplaces

For those beginning the process of executing on a secondary sale of your shares, we've outlined several specific vendors and types of sales in this article, with the relevant fees and restrictions for each.

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Promissory Note Program: A Financial Employee Benefit for Early-Stage Startups

Promissory Note Program: A Financial Employee Benefit for Early-Stage Startups

76% of startup employees never exercise or sell the pre-IPO stock options they have earned. Harness Wealth's Promissory Note Program allows employees to exercise without putting up any cash upfront.

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Discounted Financial, Tax, and Estate Planning Services for Healthcare Workers

Discounted Financial, Tax, and Estate Planning Services for Healthcare Workers

Below is a list of firms in the Harness Wealth network that are offering discounted services or waived fees for those that work in the healthcare industry. We hope this helps alleviates some stress and anxiety for you, and we will keep this updated as our firms notify us of new, relevant offers. 

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How a Financial Advisor Can Help During Market Turbulence

How a Financial Advisor Can Help During Market Turbulence

Sudden drops in market performance can be alarming. What does this mean for your financial planning? And how can a Financial Advisor help?

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Average Fees for Financial Advisors

Average Fees for Financial Advisors

The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.

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Our 2020 Predictions

Our 2020 Predictions

In 2019 we brought over 850 of the best advisors onto our platform so we can help you find the right one for your needs. We’ve asked a few of them to share with us what they think will matter most for clients in 2020, whether in relation to politics, regulation/taxation, the economy, financial markets, or trends in personal money management. 

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Tax Strategy: Gifting Assets

Tax Strategy: Gifting Assets

In The Advisor Corner this month, MRA Associates explores what to consider when thinking about a Gifting Strategy. MRA Associates is a Financial Advisory Firm on the Harness Wealth platform.

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