Harness Insights

An exploration of ideas to advance your financial wellbeing.

Our 2020 Predictions

Our 2020 Predictions

In 2019 we brought over 850 of the best advisers 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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2019 Year in Review

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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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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Four Ways to Access Private Investments

Four Ways to Access Private Investments

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

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5 Financial Planning Optimizations to Complete Before 2020

5 Financial Planning Optimizations to Complete Before 2020

While the last two months of the year are often focused on holiday preparations and celebrations, there are five areas of your finances that you need to be reviewing in order to reduce your tax burden and maximize your financial gain before the end of the year.

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4 Reasons Why You Shouldn’t Wait Until Next Year to Get a CPA

4 Reasons Why You Shouldn’t Wait Until Next Year to Get a CPA

As much as we would like to delay thinking about tax filings, the end of the calendar year is the perfect time to evaluate whether you have the right CPA and get the right one in place. Here are the four reasons why you shouldn't wait.

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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 Simon Quick Advisors, shares the benefits of Qualified Small Business Stock for entrepreneurs. Simon Quick Advisors is a Financial Advisory Firm on the Harness Wealth platform.

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How a Financial Adviser can help during Market Turbulence

How a Financial Adviser can help during Market Turbulence

Over the past few months, there has been a lot of discussion in the media about whether or not we are seeing warnings signs of a recession. Should one occur, what does that mean for your financial planning? And how can a Financial Adviser help?

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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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The 2019 Gen X Survey

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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