by Bill Harris, CFP, RMA | May 13, 2021 | Investing, Money Mindset
You may remember visiting a stock broker with your parents as a child. The ground-floor office had large glass windows that gave out onto the street. The black lettering on the windows had gold edges that sparkled when the sun hit them. Inside, a nice secretary sat at...
by Bill Harris, CFP, RMA | Oct 21, 2020 | Investing, Financial Planning, Money Mindset
How much do you really know about the Dow? “The Dow today topped the 29,000 mark!” We hear headlines like that again and again. But what do they mean? Investors often refer to “the Dow” and other indexes, when talking about their investments. They’re like someone’s...
by Bill Harris, CFP, RMA | Oct 16, 2020 | Financial Planning, Investing, Money Mindset, Retirement
Qualified charitable distributions (QCDs) are a double-win: They allow individuals to reduce their tax bill and give to qualified charities. If you are someone who has participated in QCDs in the past, you are likely wondering how the recently passed SECURE Act will...
by Bill Harris, CFP, RMA | Oct 13, 2020 | Investing, Financial Planning, Money Mindset
In the coming weeks we will go through a hyper-partisan presidential election. We keep hearing from clients and prospects that “this time is different”. We disagree. No matter who gets elected, superior companies will continue to grow by acting in their shareholders’...
by Bill Harris, CFP, RMA | Apr 28, 2020 | Financial Planning, Investing, Money Mindset, Retirement
We’ve all been a little busy recently! Adjusting to a pandemic. Figuring out how to get food safely. Worrying about what life will look like when we get out. The last thing on our minds has been the decision we usually make in April. Will we put money in our IRAs this...
by Bill Harris, CFP, RMA | Apr 14, 2020 | Financial Planning, Investing, Retirement, Taxes
With the stock market significantly off from its highs of January and February 2020, many are starting to ask if this is a good time to do a Roth conversion. It might be. Yet there are so many factors to consider before doing a conversion. In this video, Bill Harris...
