Market Insights

An exploration of ideas to advance your financial wellbeing.

Iterating and Growing the Architecture of Harness Wealth

Iterating and Growing the Architecture of Harness Wealth

Our underlying technology stack is a critical part of the Harness Wealth product. Here our Engineering Team outlines our initial Harness Wealth system and the rationale behind their build approach.

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These Estate Planning Tools Help You Ensure Your Kids are Provided For

These Estate Planning Tools Help You 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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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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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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Estate Planning Essentials for Newlyweds

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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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 with both the right skillset and the right 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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