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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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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

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

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

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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Four Ways to Access Private Investments

If you’re interested in investing in private tech companies, there are four options to consider. A Financial Advisor can be helpful in thinking through private investments and how these concentrated investments fit into your broader financial plan.

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These Estate Planning Tools to Ensure Your Kids are Provided For

Having children is a life changing experience, as you suddenly become responsible for a whole new person you created. Your child depends on you for everything until at least the age of 18 and likely for much longer – and this means your bundle of joy comes with a bundle of legal and financial responsibilities.

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Estate Planning Essentials for Newlyweds

Marriage is more than just a romantic partnership. You’re also becoming a legal partner with the person you love – and likely a financial partner as well. Your health and well-being affect your spouse’s life as well as your own, and when something goes wrong it can have tragic consequences for the whole family.

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Considerations for Your Financial Plan in 2019

From historic stock market losses resulting in the worst December since the Great Depression, to the Dow logging its biggest single session point gain later that month, it’s not surprising that investors are nervous about what 2019 will bring for the financial markets. We explore what you should be thinking about in 2019 for your investment strategy and overall financial plan. 

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