top of page

Blog
Search


Memo to Clients: Navigating Market Uncertainty Amid Tariffs
Markets hate uncertainty above all else, and tariffs are a wrench in the global economy. But companies adapt, market corrections are common, and diversification provides stability. Volatility is the price of long-term wealth creation. Stay the course, we’ve weathered storms before and come out stronger. You don’t have to go through this alone.

Jonathan Harner, CFP®
Apr 11


Should I Invest in “X” or Not? The Question No One Asks (But Should)
Should I invest in X? If it’s a clear win, go for it. If it’s a disaster waiting to happen, run. Most often? It depends on you.


Getting Started with a Financial Advisor: Part 2
Our Discovery Meeting focuses on understanding your goals, diagnosing your needs, and providing clarity—no pressure, no obligation.


Getting Started with a Financial Advisor: Part 1
Talking about money is scary but leaning into discomfort with a financial advisor opens the door to real connection and growth. Learn more!

Jonathan Harner, CFP®
Jan 30
Let’s Make Smart Decisions, Together.
bottom of page