Videos

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.

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.

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.

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:

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.

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.

Q2 - 2022 Quarterly Market Summary We explain and explore the dreaded "R" word in this episode - recession. What it really means, what you can do about it, and signs to watch out for.

Q1 - 2022 Quarterly Market Summary In this episode, we explore the impacts of rising inflation and rising interest rates on the bond markets, and the geopolitical impacts such as the invasion on Ukraine on the global equity markets.