Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
2019 Year in Review
As our first year comes to a close, our CEO shares some of our exciting milestones from 2019.
Tax Strategy: Gifting Assets
In The Advisor 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.
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.
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.
Questions for Selecting an Advisory Firm
Finding the right advisors for you consists of both finding ones with the right skillsets for your unique needs as well as the right levels of service. There is no substitute for speaking directly to an advisor before making a final decision. Here are some guidelines to consider when evaluating an advisory firm.
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.
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.
The Genesis of Harness Wealth
Our Founder and CEO, David Snider, discusses where the idea for Harness Wealth came from and why he ultimately decided to build this business.
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