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 …
Insights
Advisor insights and commentary on current market trends.
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 …
RMD Rules Suspended for 2020
March 27, 2020
The CARES Act changes suspends Required Minimum Distributions for 2020.
We Are Open For Business
March 27, 2020
On March 23rd the Governor of Virginia issued Executive Order 53 placing temporary restrictions on non-essential businesses. As a financial institution serving …