Harris Financial Group

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Consider a sudden thunderstorm: bad for the local pool, good for umbrella sales. If you only own stock in the local pool, the thunderstorm is probably bad for your investment. But if you own stock in the umbrella company, too, the negative effect of the thunderstorm on the pool is likely going to be offset to some degree by an uptick in positive umbrella sales. Learn more about diversification:

Diversification: What it is and why it matters | Harris Financial Group When you’re building a portfolio, it’s important to ensure it’s diverse. First, let’s make sure we’re on the same page about what diversification means.

Happy first day of spring! We welcome the new season with open arms.

Luck shouldn’t be factored into your financial plan. Instead, focus on being prepared for opportunities that arise.
Happy St. Patrick’s Day! ☘️

Living off your nest egg is simple enough in theory: Switch to a portfolio focused on income and begin to withdraw your principal. How much of that principal you should withdraw, however, varies and may require some strategic thinking. Learn more:

Withdrawing money in retirement: Timing matters | Harris Financial Group When it comes time to withdraw your money, market timing definitely matters. Let’s explore the details in this blog post.

Gathering all of your tax information now will help you avoid making oversights and omissions on your tax return.

Did you know that your Social Security benefits are based on your 35 highest-earning years, not your last 35 years of work? Learn more about Social Security in our new article: https://bit.ly/3hpTz7t

“Be fearful when others are greedy. Be greedy when others are fearful.” — Warren Buffett

Before you invest in anything, ensure that you understand and can tolerate the associated risks. Our new blog post explains the important concept of investment risk, so check it out at https://bit.ly/3sZHvPK

Read Jamie’s new article about Social Security:

Social Security benefits: What you need to know | Harris Financial Group When should I start taking Social Security? Let’s explore why that’s a common, but complicated, question for most people.