Keep learning with our latest content.

Tommi Harris 7/15/25 Tommi Harris 7/15/25

Gold and Cryptocurrency: The Spice in Your Investment Recipe

Read More

Keys, Roommates, or Rent-Free? A Real Talk on Housing Decisions for Gen Z and Gen Alpha.

Tommi Harris 6/12/25 Tommi Harris 6/12/25

Keys, Roommates, or Rent-Free? A Real Talk on Housing Decisions for Gen Z and Gen Alpha.

Read More

From the Bleachers to the Balance Sheet: Making Travel Sports Work for Your Family and Your Future.

Tommi Harris 6/9/25 Tommi Harris 6/9/25

From the Bleachers to the Balance Sheet: Making Travel Sports Work for Your Family and Your Future.

Cash Management

Read More

What’s Next? Rediscovering Purpose Well in Retirement.

Tommi Harris 6/5/25 Tommi Harris 6/5/25

What’s Next? Rediscovering Purpose Well in Retirement.

Retirement Planning

Read More

Your Wealth, Your Legacy: The Planning That Matters Most.

Tommi Harris 5/12/25 Tommi Harris 5/12/25

Your Wealth, Your Legacy: The Planning That Matters Most.

Estate Planning

Read More

Legacy Over Luxury: What Successful Families Really Want To Know About Investment Planning.

Tommi Harris 5/12/25 Tommi Harris 5/12/25

Legacy Over Luxury: What Successful Families Really Want To Know About Investment Planning.

Investment Planning

Read More

Protecting your Wealth: Steps to Prevent Fraud and Account Compromise

Tommi Harris 5/9/25 Tommi Harris 5/9/25

Protecting your Wealth: Steps to Prevent Fraud and Account Compromise

Cyber Security

Read More

The Power of Multiple Income Streams: Why Investing Should Be Part of Your Strategy.

Tommi Harris 4/10/25 Tommi Harris 4/10/25

The Power of Multiple Income Streams: Why Investing Should Be Part of Your Strategy.

Investment Planning

Read More

What You Need to Know About RSUs: A Guide to Smarter Financial Planning

Tommi Harris 3/10/25 Tommi Harris 3/10/25

What You Need to Know About RSUs: A Guide to Smarter Financial Planning

Investment Planning

Read More

Safeguard Your Inheritance: How Financial Guidance Can Prevent a Six-Month Burnout.

Tommi Harris 2/11/25 Tommi Harris 2/11/25

Safeguard Your Inheritance: How Financial Guidance Can Prevent a Six-Month Burnout.

Investment Planning

Read More

Preparing Your Finances for a New Administration- And Keeping Emotions at Bay.

Tommi Harris 2/11/25 Tommi Harris 2/11/25

Preparing Your Finances for a New Administration- And Keeping Emotions at Bay.

Behavioral Finance

Read More

The 4% Rule:  A Guideline for Investment Withdrawals in Retirement.

Tommi Harris 1/14/25 Tommi Harris 1/14/25

The 4% Rule: A Guideline for Investment Withdrawals in Retirement.

Retirement Planning

Read More

When to consider getting a Financial Advisor.

Tommi Harris 1/1/25 Tommi Harris 1/1/25

When to consider getting a Financial Advisor.

Financial Advisor

Read More

Tommi Harris 12/15/24 Tommi Harris 12/15/24

Wealth Guidance Tailored for You.

Read More

Tommi Harris 12/12/24 Tommi Harris 12/12/24

Year-End Market Update: Staying Focused on the Big Picture.

Read More

The Hidden Value of Financial Advice: How Behavioral Finance Shapes Our Approach.

Tommi Harris 12/12/24 Tommi Harris 12/12/24

The Hidden Value of Financial Advice: How Behavioral Finance Shapes Our Approach.

Read More

Bridging the Generation Gap: A Family Wealth Briefing/Meeting for Successful Generational Wealth Transfers.

Tommi Harris 11/12/24 Tommi Harris 11/12/24

Bridging the Generation Gap: A Family Wealth Briefing/Meeting for Successful Generational Wealth Transfers.

Estate Planning

Read More

Tommi Harris 11/11/24 Tommi Harris 11/11/24

The Rise of AI: The Game-Changing Role of Generative AI and Its Potential in the Stock Market Over the Next Decade.

Read More

Managing an unexpected cash infusion.

Tommi Harris 11/11/24 Tommi Harris 11/11/24

Managing an unexpected cash infusion.

Read More

Safeguarding Your Financial Identity: Essential Steps to Protect Against Cyber Attacks and Identity Theft.

Tommi Harris 10/14/24 Tommi Harris 10/14/24

Safeguarding Your Financial Identity: Essential Steps to Protect Against Cyber Attacks and Identity Theft.

Read More