Articles Library

Authored by: Tom Kelley, MBA For many investors, portfolio success is often measured by account growth or annual returns. Perhaps a more meaningful goal is whether a portfolio can maintain the purchasing power necessary to support long term goals, lifestyle needs, and family legacy. Inflation may appear manageable in any single year, but over decades its cumulative effect can materially reduce the…

Contributed by: Dale Shaw, CFP®, RICP® In today’s digital world, wealth extends far beyond traditional bank accounts, investment portfolios, and physical property. Much of our financial life, personal history, and valuable information now exists online. From cryptocurrency wallets and cloud storage to online banking credentials and social media accounts, digital assets have become an essential part…

Authored by: Derek J. Taylor From the Limited Partner (LP) Perspective For limited partner investors, the structure of a private multi-asset fund is not just about diversification—it is a powerful driver of after-tax return optimization. Through partnership taxation, strategic income blending, and timing flexibility, LPs can benefit from a range of tax efficiencies that are difficult to replicate in…

Authored by: Nicholas M. Brown, CFA, CFP® I will admit, I love watching the TV show Billions. It is compelling television, full of sharp dialogue and larger than life personalities. If you have never seen it, the show mainly follows the back-and-forth of a hedge fund manager named Bobby Axelrod and a series of ongoing antagonists. He is the quintessential financial genius, recognizing patterns where…

Authored by: Derek Taylor, Managing Partner, Granite Harbor Capital | Mariner Capital Opportunity Fund I Over the past several years, the multifamily investment landscape has undergone a significant transition. Rising interest rates, elevated construction costs, and a historic wave of new supply have reshaped underwriting assumptions across the United States. Yet amid this turbulence, the multifamily…

Authored by: Brian W. Sak, CFP®, CLU®, ChFC® What if the traditional approach to retirement planning—accumulate assets, shift to bonds, and draw income—misses a meaningful part of the opportunity set? For many high-income families and business owners, retirement is not simply about replacing income. It is about sustaining a lifestyle, preserving optionality, managing taxes, and ultimately transferring…

Granite Harbor Advisors FOR IMMEDIATE RELEASE April 17, 2026 Granite Harbor Advisors Recognized on USA TODAY’s Best Financial Advisory Firms 2026 List Houston, Texas — April 17, 2026 — Granite Harbor Advisors has been recognized on USA TODAY’s Best Financial Advisory Firms 2026 list, a national ranking presented by USA TODAY and Statista Inc., a global leader in data and industry rankings. The recognition…

Contributed by: Dale Shaw, CFP, RICP For many founders, the moment a Letter of Intent (LOI) arrives is both exciting and unsettling. After years of building a company, someone has formally expressed interest in buying it. The headline number might look compelling. Advisors start getting involved. Momentum builds quickly. But the period between receiving a Letter of Intent to buy your company and signing…

Contributed by: Jared Virgadamo, CRPC®, CFS® At some point in a successful career, many executives begin to ask a simple but important question: Do I need to be doing something about my company stock? It usually does not come up at the beginning. Early on, equity compensation feels like a benefit, not a concern. Over time, however, that balance shifts. Shares accumulate. The company performs well.…