Financial Planning, Insurance and Asset Management Resources

Investments

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4 minutes read

A Comprehensive Guide to the Private Equity Due Diligence Process

Private equity investments offer the potential for significant returns, but they also carry a considerable amount of risk. Therefore, conducting a thorough due diligence process is crucial to evaluate the viability and suitability of these opportunities. We have constructed a robust infrastructu...

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4 minutes read

Pros and Cons of Private Equity Investing: What You Need to Know as a High-Net-Worth Investor

Private equity investments can be an attractive option for investors looking to diversify their portfolios and potentially earn higher returns. However, before jumping into this type of investment, it's critical to consider whether it's the right choice for your individual financial goals and risk t...

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10 minutes read

The Ultimate Guide to Private Equity Investing:

Getting Started with Private Equity as part of a Comprehensive Investment Strategy for Accredited Investors Private equity has become increasingly popular over the years as investors seek higher returns in a low-interest-rate environment and an alternative to the daily volatility of the public m...

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6 minutes read

Is my money safe? Understanding the impact of a bank collapse

The recent collapses of Silicon Valley Bank (SVB) and Signature Bank (Signature) resulted in two of the three biggest bank collapses in U.S. history, behind the 2008 collapse of Washington Mutual. This has created uncertainty over the stability and liquidity of all banks, especially for those with...

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4 minutes read

Why Average Rate of Return is Not the Key to Retirement Income Planning

Many investors use the average rate of returns as one of their primary metrics for assessing portfolio performance. In your earning years, the average rate is a useful benchmark because most people are focused on total wealth accumulation. But when you enter retirement, the order in which you expe...

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4 minutes read

Inflation: Responding Appropriately with Flexibility and Discipline

Inflation is a hot topic these days with many experts and financial institutions offering predictions about the short- and long-term outlook. The truth is, no one can tell the future, and trying to guess our way around what will or will not happen is poor financial planning. Instead, let us take an...

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2 minutes read

Opening the back door to tax-free earnings

As covered in our 401(k) – Super Roth article, a Roth IRA offers an attractive tax benefit. But, what do you do if you do not have a 401(k) or your 401(k) does not allow post-tax contributions? The answer is the BackBack-Door Rothdoor Roth which is the conversion from a Traditional to a Roth IRA. B...

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4 minutes read

Rolling over your 401(K)? Consider Net Unrealized Appreciation first

At Granite Harbor Advisors, we believe in helping our clients better understand all of their options so they can make the best decision for their families. To that end, here is a more detailed look at what net unrealized appreciation is and how you can use it to advance your financial goals. What ...

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2 minutes read

Do I Need a Financial Advisor?

In the 21st century, endless information is accessible in the palm of our hands. With a few clicks, we can find the basic information we need to make financial decisions quickly and easily. But for some of us, basic information is not enough. Additionally, we tend to have limited amounts of time f...

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1 minute read

Is This Risk Worth Taking?

Have you ever been faced with a difficult decision? Not sure which way to go because you didn’t fully understand the risks involved? Much like playing cards, there are times where we need to fold, and move on, and there are times where we should stay in the game based on anticipated risks and reward...

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2 minutes read

Off the Mark

If you walk into your bathroom and step on a scale, you generally have a number in mind that you expect the scale to read. If the number is higher than expected, you know that you are skipping dessert for the next week. If the number is lower, then you are one step closer to cinnamon rolls for break...

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15-Minute Quarter: Bonds, Banks, and Balloons

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Avoid Emotional Money Mistakes

Avoid Emotional Money Mistakes In vestibulum, arcu eu aliquet finibus, dolor ligula finibus ante, ut lacinia justo nunc suscipit quam. Cras eu consequat diam.…

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Investments

Articles:

A Comprehensive Guide to the Private Equity Due Diligence Process

Pros and Cons of Private Equity Investing: What You Need to Know as a High-Net-Worth Investor

The Ultimate Guide to Private Equity Investing:

Is my money safe? Understanding the impact of a bank collapse

Why Average Rate of Return is Not the Key to Retirement Income Planning

Inflation: Responding Appropriately with Flexibility and Discipline

Opening the back door to tax-free earnings

Rolling over your 401(K)? Consider Net Unrealized Appreciation first

Do I Need a Financial Advisor?

Is This Risk Worth Taking?

Off the Mark

Videos:

15-Minute Quarter: Bonds, Banks, and Balloons

15-Minute Quarter: Light at the End of the Tunnel

15-Minute Quarter: Paying the Risk Premium

15-Minute Quarter: The "R" Word

15-Minute Quarter: Series of Unfortunate Events

The 15-Minute Quarter: New Year, Same Headlines

Halftime Strategy Session: Bitcoin

The 15-Minute Quarter: Back in Tax

The 15-Minute Quarter: Everything is Bigger Everywhere

The 15-Minute Quarter: Small Cap Takes a Victory Lap

Ebooks:

Avoid Emotional Money Mistakes