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.

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.