Market Insights

An exploration of ideas to advance your financial wellbeing.

To Gift or Not to Gift – How to think about a Gifting Strategy

To Gift or Not to Gift – How to think about a Gifting Strategy

In The Adviser 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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What is Qualified Small Business Stock and how can it help your business?

What is Qualified Small Business Stock and how can it help your business?

In The Adviser Corner this month, Tyler Stoviak, director and client advisor at Massey Quick Simon, shares the benefits of Qualified Small Business Stock for entrepreneurs. Massey Quick Simon is a Financial Advisory Firm on the Harness Wealth platform.

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An Interview with Lauren Sercu at Sepio Capital on Impact Investing

An Interview with Lauren Sercu at Sepio Capital on Impact Investing

We sat down with Lauren Sercu, who leads their Impact Investing practice at Sepio Capital, to learn more about how the practice works for clients who want to mission-align their investment assets. Sepio Capital is a Financial Advisory Firm on the Harness Wealth platform.

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An Interview with Jim Hagedorn at Chicago Partners

An Interview with Jim Hagedorn at Chicago Partners

We sat down with Jim Hagedorn, Founder & Managing Partner at Chicago Partners Wealth Advisors, to learn more about their holistic approach to wealth management. Chicago Partners is a Wealth Management Firm on the Harness Wealth platform.

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Regulation Best Interest (“Reg BI”): Who is this Good For?

Regulation Best Interest (“Reg BI”): Who is this Good For?

This is the first a new series called The Adviser Corner, where advisers on our platform share their insights directly. In this inaugural post, Augustine Hong, CEO and Co-Managing Partner of Alexandria Capital, shares his thoughts on the SEC's recent adoption of Regulation Best Interest.

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An Interview with Justyn Volesko at AJ Wealth

An Interview with Justyn Volesko at AJ Wealth

We sat down with Justyn Volesko, J.D., LL.M., Managing Partner at AJ Wealth, to learn more about his business, particularly for clients going through liquidity events, such as IPOs. AJ Wealth is a Wealth Management Firm on the Harness Wealth platform.

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An Interview with Ryan Belanger and Jennifer Street at Claro Advisors

An Interview with Ryan Belanger and Jennifer Street at Claro Advisors

We sat down with Ryan Belanger, Managing Principal & Founder, and Jennifer Street, Chief Operating Officer, at Claro Advisors, to learn more about their business and their advice to clients. Claro Advisors is a Boston based financial advisory firm on the Harness Wealth platform.

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An Interview with Leo Marzen at Bridgewater Advisors

An Interview with Leo Marzen at Bridgewater Advisors

Our CEO, David Snider, sat down with Leo Marzen, co-founder of Bridgewater Advisors, to learn more about his business and his advice to clients. Bridgewater Advisors is a New York based financial advisory firm on the Harness Wealth platform.

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