Harris Financial Group

It’s easy to schedule your first appointment on our website: https://bit.ly/3NC2CkH

Consider a sudden thunderstorm: bad for the local pool, good for umbrella sales. If you only own stock in the local pool, the thunderstorm is probably bad for your investment. But if you own stock in the umbrella company, too, the negative effect of the thunderstorm on the pool is likely going to be offset to some degree by an uptick in positive umbrella sales. Learn more about diversification:
https://bit.ly/3iOzokA

Diversification: What it is and why it matters | Harris Financial Group When you’re building a portfolio, it’s important to ensure it’s diverse. First, let’s make sure we’re on the same page about what diversification means.

Happy first day of spring! We welcome the new season with open arms.

Luck shouldn’t be factored into your financial plan. Instead, focus on being prepared for opportunities that arise.
Happy St. Patrick’s Day! ☘️

Living off your nest egg is simple enough in theory: Switch to a portfolio focused on income and begin to withdraw your principal. How much of that principal you should withdraw, however, varies and may require some strategic thinking. Learn more: https://bit.ly/3CIBOdE

Withdrawing money in retirement: Timing matters | Harris Financial Group When it comes time to withdraw your money, market timing definitely matters. Let’s explore the details in this blog post.

Gathering all of your tax information now will help you avoid making oversights and omissions on your tax return.

Did you know that your Social Security benefits are based on your 35 highest-earning years, not your last 35 years of work? Learn more about Social Security in our new article: https://bit.ly/3hpTz7t

“Be fearful when others are greedy. Be greedy when others are fearful.” — Warren Buffett

Before you invest in anything, ensure that you understand and can tolerate the associated risks. Our new blog post explains the important concept of investment risk, so check it out at https://bit.ly/3sZHvPK

Read Jamie’s new article about Social Security: https://bit.ly/3s9kCdi

Social Security benefits: What you need to know | Harris Financial Group When should I start taking Social Security? Let’s explore why that’s a common, but complicated, question for most people.

Check out Jamie's new article about risk: https://bit.ly/3Lufx78

Risk and investing: What you need to know | Harris Financial Group We’ll cover how we measure risk, how we account for it when making your financial plan, and how it can help us evaluate whether you’re on the right track.

Happy Valentine’s Day!

Don’t stop investing for your retirement when the stock market dips. Look at lower prices as buying opportunities instead of threats to your future.

Schedule your appointment with one of our financial advisors: https://bit.ly/3B9J81b ‬

Incorporating some low-risk investments (like bonds) into an account with stocks and equity focused funds is one way to manage your portfolio. We utilize advanced strategies to further diversify client accounts, too.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

There’s a financial trope that says people can secure their financial lives by skipping the coffee shop & those $5 drinks. That’s an oversimplification. Your retirement plan shouldn’t hinge on a latte! Talk to us about what actually affects your finances: https://bit.ly/3KSFkFG

If you’re not sure how to answer this question or if your financial life has grown increasingly complex, this is the perfect time to consider our services. Learn more at https://bit.ly/3GJ80ib

Darkness cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that. -Martin Luther King, Jr.

However you define the summit of your financial life, it’s important not to lose sight of it. One bad day in the stock market won’t derail a well-crafted portfolio nor will it put your goals out of reach. No climb goes perfectly either, so don’t let a few slips deter you!

Learn more about tax brackets in Jamie’s new article: https://bit.ly/3r0rN5Q

Learn more about in our new article: https://bit.ly/3eOPEQw

Inflation: What you need to know | Harris Financial Group I’ll cover the basics so you can get a better handle on what inflation is, how it’s tracked, and if you should be concerned about it.

We wish you a joyous and successful year ahead!

Merry Christmas to you all!

This month, we would like to offer you a complimentary end-of-the-year portfolio review. We will assess your investment account performance & examine your progress toward critical financial goals. To schedule your appointment, call (800) 281-3980 or visit https://bit.ly/3oRgixQ

Keep reading about the differences between mutual funds and ETFs at https://bit.ly/3Gfbo3w

Have a happy ! 🕎

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