Videos

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.

First Quarter 2025 Quarterly Market Summary Welcome to another episode of The 15-minute Quarter! Each quarter Granite Harbor Advisors presents a 15-minute overview of the last 90 days in the market and answers many common questions we have received. In this episode, Tariffs & Trade Wars, our very own Nicholas Brown, CFA, CFP® provides commentary on the last quarter and how we are navigating the current climate.

2024 Annual Review Market Summary Welcome to another episode of The 15-minute Quarter! Each quarter Granite Harbor Advisors presents a 15-minute overview of the last 90 days in the market and answers many common questions we have received. In this episode, our very own Nick Brown, CFA, CFP® provides commentary on the last year and how we are navigating the current climate.

Third Quarter 2024 Quarterly Market Summary Welcome to another episode of The 15-minute Quarter! Each quarter Granite Harbor Advisors presents a 15-minute overview of the last 90 days in the market and answers many common questions we have received. In this episode, Red or Blue, our very own Nick Brown, CFA, CFP® provides commentary on the last quarter and how we are navigating the current climate.

Second Quarter 2024 Quarterly Market Summary Welcome to another episode of The 15-minute Quarter! Each quarter Granite Harbor Advisors presents a 15-minute overview of the last 90 days in the market and answers many common questions we have received. In this episode, Shake It off, our very own Nick Brown, CFA, CFP® provides commentary on the last quarter and how we are navigating the current climate.

First Quarter 2024 Quarterly Market Summary Welcome to another episode of The 15-minute Quarter! Each quarter Granite Harbor Advisors presents a 15-minute overview of the last 90 days in the market and answers many common questions we have received. In this episode, Recession or Recovery?, our very own Nick Brown, CFA, CFP® provides commentary on the last quarter and how we are navigating the current climate.

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.