Tax Brackets Clearly Explained

December 27, 2021

By Jamie Cox Understanding tax brackets is essential to successful tax planning. Tax planning is an important part of what we do; …

Inflation: What you need to know

December 19, 2021

By Jamie Cox Inflation comes up more often in client conversations than almost any other economic term. It’s easy to see why …

Mutual funds vs. ETFs

October 30, 2021

Mutual funds and exchange-traded funds (ETFs) are two of the more commonly used investment products, particularly in retirement funds. They’re similar in …

Planning for RMDs

October 12, 2021

Required minimum distributions (RMDs) can be confusing, even for clients already taking them. Let’s walk through what they are, how they work, …

Dividends and retirement income

September 20, 2021

Dividends are one of the most fundamental concepts in investing, particularly when it comes to investing in retirement. Because they’re so basic, …

How to get the most out of your pension

September 20, 2021

Defined benefit plans, like pensions, can be a big help in retirement. But it’s important you’re strategic about how you use them. …

Understanding Roth conversions

July 15, 2021

Jamie Cox

Roth conversions can be an incredibly useful tool going into retirement, and we’re always on the lookout for times that a Roth …

Your Bitcoin questions answered

July 15, 2021

Jamie Cox

What is Bitcoin? Bitcoin was the first cryptocurrency created. A cryptocurrency is a digital currency or payment system that’s based in cryptography, …

Rebalancing, the Harris Financial Group way

June 23, 2021

Jamie Cox

How you combine assets in a portfolio is one of the most important tools advisors have to help clients reach their goals. …

Why you need to be interested in rates

June 1, 2021

Jamie Cox

Clients often ask about my outlook for interest rates, including what the Federal Reserve’s next move will be. There are some advisors …