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.
On: Mar 1 2017 | Category: Community Involvement
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.
On: Feb 14 2017 | Category: Community Involvement
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 (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.
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).
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.
On: Jan 1 2017 | Category: In the News
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.