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15-Minute Quarter: Bonds, Banks, and Balloons

15-Minute Quarter: Bonds, Banks, and Balloons

First Quarter 2023 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, Bonds, Banks, and Spy Balloons, our very own Nick Brown, CFA, CFP® provides commentary on the last quarter and how we are navigating the current climate.
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Taxes in Retirement

Taxes in Retirement

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

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

Q4 - 2022 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, The Light at the End of the Tunnel, our very own Nick Brown, CFA, CFP® provides commentary on 2022's fourth quarter and how Granite Harbor Advisors is navigating the current climate.
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15-Minute Quarter: Paying the Risk Premium

15-Minute Quarter: Paying the Risk Premium

Q3 - 2022 Quarterly Market Summary "Paying the Risk Premium" is the title of this episode. As you may know, our investment philosophy is built upon scientifically identified areas of premium return in the markets. We pay that premium by staying disciplined during difficult market environments so that we are positioned for recovery.
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Inheritance Vs. Legacy: Which One Will You Leave?

Inheritance Vs. Legacy: Which One Will You Leave?

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.
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Understanding Life Settlement: Recognizing the Market Value of your Life Insurance

Understanding Life Settlement: Recognizing the Market Value of your Life Insurance

Do you have a life insurance policy that you no longer want or need? Do you have expiring term insurance that you don't wish to convert? Do you have a cash need now and lack the desire to continue paying premiums on your life insurance policy? If you answered yes to any of these questions, you may want to learn about the life settlement options available to you. Life insurance is an asset just like anything else you own, and should not be thrown out with the trash if you no longer need or want it. There may be significant market value in that asset. Join our colleague and friend Jamie Mendelsohn, EVP with Ashar Group as we discuss the complexities and considerations associated with the life settlement market.
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The 15-Minute Quarter: New Year, Same Headlines

The 15-Minute Quarter: New Year, Same Headlines

2021 Year-End Review We are finally into a new year, but we are still seeing the same headlines. Rising interest rates. Inflation surging. Build Back Better is back on the Senate floor. The media has proven to continue to be in the business of selling advertising and not financial advice! Roth conversions are still available, and more.
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