On-Demand Videos

The 15-Minute Quarter: The Upside Down Welcome to the latest edition of The 15-minute Quarter! Each quarter, Granite Harbor Advisors presents a concise 15-minute overview of the market's performance over the past 90 days, addressing the most frequently asked questions we receive. In this episode titled "Back to the Future," our very own Nick Brown, CFA, CFP®, dives into 2023 as a whole, providing insightful commentary on current events and market performance.

The 15-Minute Quarter: The Upside Down Welcome to the latest edition of The 15-minute Quarter! Each quarter, Granite Harbor Advisors presents a concise 15-minute overview of the market's performance over the past 90 days, addressing the most frequently asked questions we receive. In this episode titled "The Upside Down," our very own Nick Brown, CFA, CFP®, dives into Q3 2023, providing insightful commentary on current events and market performance.

Introducing Granite Harbor - West Allis Investors, LP We are thrilled to announce the launch of our newest private equity fund, Granite Harbor - West Allis Investors, LP. This 6-story, 247-unit Class A Apartment Development is just 5 miles from Milwaukee's Central Business District, offering investors an opportunity to capitalize on its prime location and exceptional amenities.

The Fundamentals of Private Placement Life Insurance Brian W. Sak, CFP®, CLU®, ChFC® recently had the privilege of being a guest speaker on Peak Trust Company #TrustTalks podcast that dives deep into the world of Private Placement Life Insurance (PPLI).

The 15-Minute Quarter: Don't Call It a Comeback Welcome to the latest edition of The 15-minute Quarter! Each quarter, Granite Harbor Advisors presents a concise 15-minute overview of the market's performance over the past 90 days, addressing the most frequently asked questions we receive. In this episode titled "Don't Call it a Comeback," our very own Nick Brown, CFA, CFP®, delves into Q2 2023, providing insightful commentary on current events and market performance.

Exploring Advanced Tax Strategies for Your Retirement Account After Leaving a Job In the ever-changing landscape of employment, the decisions you make regarding your company retirement account after leaving an employer have never been more critical. You or your loved ones may be faced with tough choices of if, when, and how to move your company retirement savings. This single decision holds immense weight, as it can either become a major tax trap or a significant wealth-building opportunity shaping your financial future. Join us for an informative webinar where we delve into the common pitfalls and key considerations surrounding this pivotal decision, including how to: Identify the options for your 401(k) after leaving an employer Understand the potential tax diversification within your 401(k), how to preserve these advantages, and avoid overpaying on future taxes Capitalize on one of the biggest tax advantages available exclusively to company stocks owners Equip yourself with the knowledge needed and exact questions to ask to navigate this advanced planning terrain

Introducing Cypress Vieux Investors, LLC We are thrilled to announce the launch of our newest private equity fund, Cypress Vieux Investors, LLC.

Taxes will most likely be your largest strain on cash flow as you enter retirement. Having a clear understanding of your current tax situation is half the battle. Being able to effectively apply tax savings strategies to your specific situation is the other half. At Granite Harbor Advisors, our mission is to help families live their best lives by educating them first. From there, confident decisions can be made about the future. This video covers the following: Summary of Recent Tax Law Changes from the Following Acts: o Tax Cuts and Jobs Act o Build Back Better Act o Inflation Reduction Act o SECURE Act 1.0 and 2.0 Common (and some not-so-common) Strategies for Tax Savings in Retirement like: o 3 Roth Planning Opportunities for High-Income Earners o Balancing the 3 Types of Tax Buckets for Diversification o 2 Unique RMD Strategies o Mitigating Income Tax AND Transfer Tax for Wealth Transfer Planning o “L.I.M.I.T.-ing” the 5 Financial Risks in Retirement in a Tax-Efficient Way:ancial security that aligns with your desired legacy.

It takes no planning to leave an inheritance. You simply have to pass away owning something. If you wish to leave a meaningful legacy to future generations, it takes careful and thoughtful planning. Join GHA's Dale Shaw and our colleague and friend Julia Dean, founder of the Dean Law Firm as they discuss the differences from their experiences with families that have left a lasting legacy, and those that have simply left an inheritance. Learn about the key conversations that need to take place now to set your family on a track for multi-generational financial security that aligns with your desired legacy.