2019 Year in Review
As our first year comes to a close, our CEO shares some of our exciting milestones from 2019.
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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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The 2019 Gen X Survey
We conducted a survey to learn more about how Gen-Xers thought about financial planning and what they needed. We found that of 1,000 Gen-Xers aged 35 to 60 showed most believe they lack the knowledge necessary to manage their finances, despite spending a substantial amount of time on money management.
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Iterating and Growing the Architecture of Harness Wealth
The underlying system behind Harness Wealth is a critical component of our business. Here our Engineering team outlines the initial system they build and the rationale behind it.
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Questions for Selecting an Advisory Firm
Finding the right advisors for you consists of both finding ones with the right skillsets for your unique needs as well as the right levels of service. There is no substitute for speaking directly to an advisor before making a final decision. Here are some guidelines to consider when evaluating an advisory firm.
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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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How to Optimize for the 2018 Tax Law Changes
2018 saw one of the most significant tax reforms in recent history. Not only are the personal and corporate tax brackets lower for 2018, but the standard deduction has doubled, several deductions and exemptions have either changed or been eliminated, and new credits are available. We explore what to consider in your 2018 tax year filing as well as a what to consider for the 2019 tax year that you can implement now.
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The Genesis of Harness Wealth
Our Founder and CEO, David Snider, discusses where the idea for Harness Wealth came from and why he ultimately decided to build this business.
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