Every quarter or so, our investment committee meets to review current market trends and expectations. Our most recent meeting conducted early in the second quarter has led to very few significant changes in our market outlook. Cash as an asset class remains stale at best. Money Market yields remain in the 0-1% range[1], while yields […]
Secure Document Storage is now available to clients of the Robert Harding Financial Group via the Client Resources page. This platform provides encrypted, secure storage of sensitive documents such as wills, trusts, powers of attorney, financial statements, tax returns, and more. Clients may authorize creation of accounts for trusted advisors such as attorneys, accountants, and […]
“Certified Financial Planner” – what does that title really mean? When you search for a financial advisor, it means everything. Let me explain why the CFP® designation is so important. Today, the financial world is full of credentials and designations. Some are respected, some aren’t. The CFP® designation is easily the most respected. You really […]