Market Insights

An exploration of ideas to advance your financial wellbeing.

Financial Planning Considerations for Employees Surrounding an IPO

Financial Planning Considerations for Employees Surrounding an IPO

Working for a company that goes public can have life-changing financial consequences. It can also give rise to financial and legal issues that must be addressed proactively to protect and maximize your newfound wealth. 

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How Independent Advisers Build Loyalty

How Independent Advisers Build Loyalty

In a world where innovation has created significantly more consumer choices and consolidation has resulted in industry leaders having more cost and operational advantages, how do independent financial, tax and legal advisers survive and thrive?

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Questions for Selecting an Adviser

Questions for Selecting an Adviser

Finding the right advisers for you consists of finding an adviser both the right skillset and level of service you require. There is no substitute for speaking directly with advisers to understand how they talk through issues, identify actions to take, and address your overall concerns. Here are some guidelines to consider when evaluating an Adviser.

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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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Considerations for Your Financial Plan in 2019

Considerations for Your Financial Plan in 2019

With recent market volatility, it’s not surprising that investors are anxious about what 2019 will bring for the financial markets and for their investments. 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

How to Optimize for the 2018 Tax Law Changes

2018 saw one of the most significant tax reforms in recent history. 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

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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