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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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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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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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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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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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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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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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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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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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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