Fund Growth

On: Apr 17 2017 | Category: Long Term Planning, Retirement Savings

The Wager of the Decade: Hedge Funds vs. S&P 500

Nine years ago Warren Buffett offered a wager that the S&P 500 would outperform hedge funds over an extended period of time. Only one individual, Ted Seides of Protégé Partners, rose to the challenge.

Child Education Book

On: Apr 5 2017 | Category: College Planning, Long Term Planning

Give the Gift that Will Not Be Outgrown

When a gift is needed on short notice, do you find yourself scurrying around and wondering what to give? Think education and give the gift that will never be outgrown.

Tax written on a wooden cube

On: Mar 15 2017 | Category: Long Term Planning, Retirement Savings, Social Security

Attention Baby Boomers Age 59 ½ – 70 ½, Take Advantage of the “Tax Sweet Spot”

When you reach age 59 1/2, you enter what we call the “tax sweet spot”. This is when you are allowed to make withdrawals from tax-deferred accounts penalty-free… but you aren’t required to actually make those withdrawals until age 70 ½.

YPPA

On: Mar 1 2017 | Category: Community Involvement

Community Spotlight – YPPA

Torrance Memorial Medical Center (TMMC) sponsors a group called Young Physicians and Professionals Alliance (YPPA). YPPA was established in 2012 with the purpose of bringing together physicians and community leaders to support targeted initiatives at TMMC and to help raise health-awareness in the community.

pink hearts

On: Feb 14 2017 | Category: Community Involvement

HFA’s Most Memorable Valentine’s Gifts

Love is in the air. Every Valentine’s Day millions of flowers, chocolates and cards are painstakingly selected and given to show one’s love. Just because we have the best intentions when choosing that perfect gift for our special Valentine, doesn’t necessarily mean we always hit the mark. While we want our gift to stand out as the best ever, many of us fall a little short while others far exceed expectations.

On: Feb 10 2017 | Category: In the News

Harris Financial Advisors Names Stewart Darrell as President

Harris Financial Advisors (HFA) announced today that Stewart Darrell, CFA, has been named president of the firm. Stewart joined Harris Financial in 2016 and has nearly twenty years of financial industry experience. As president, he will help shape the strategy and direction of the organization, work closely with the firm’s wealth advisors, and continue to serve clients directly.

2016 4th Quarter Report

On: Feb 1 2017 | Category: Quarterly Report, Retirement Savings

By the Numbers – 2016 4th Quarter Report

Every year has its fair share of surprises. Many are welcome, some are not, and most don’t make sense without days, months, or even years of hindsight. We are pleased to report that 2016 was a good year for the capital markets, particularly in light of its five biggest surprises (to be detailed in our downloadable pdf report below).

Do You Plan Based On Silly Predictions?

February 2nd is Groundhog Day, a day when we gleefully look to a large species of squirrel to provide our 6-week weather forecast. Luckily, a lot more of financial planning can be controlled than the weather.

25th Annivesary Seal

On: Jan 1 2017 | Category: In the News

25 Years and Counting – The Conversation Continues (Part I)

2017 marks our 25th year in business! Looking back, we have come a long way. We now have a team of 15 professionals and staff members with various, backgrounds, specialties and credentials.