Financial surprises, market laughs, and a new year ahead. 2024 wasn’t predictable—it was a teacher. We learned the importance of staying flexible, whether it was navigating unexpected rate cuts, Bitcoin’s resurgence, or the market’s surprising resilience. Lessons weren’t just professional; they were personal too—from college prep stress to health goals that didn’t always stick. In the first episode of 'The Balance Sheet' podcast for 2025, Nick Brown, CFA, CFP? and Dale Shaw, CFP?, RICP?, look back on the standout lessons of 2024 while preparing you to face the financial and economic curveballs of 2025 with confidence. Key takeaways: ?Why staying flexible in your financial habits can pay off. ?What rate cuts and market trends mean for your 2025 investments. ?The importance of finding your ‘why’ in personal and financial goals. Start the new year smarter—don’t miss this engaging, insightful discussion. ??What’s your top goal for 2025? Let’s discuss below! ???Listen here: https://lnkd.in/eecfAt8U
关于我们
At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management, and retirement planning. We are dedicated to building meaningful relationships with our clients in order to better understand their goals and help them live their best lives. Insurance Solutions Provided through Granite Harbor Group. Advisory services offered through Granite Harbor Advisors, Inc. a registered investment adviser. Granite Harbor Group and Granite Harbor Advisors are separate legal entities affiliated through common ownership. Advisory services are only offered to clients or prospective clients where Granite Harbor Advisors, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Granite Harbor Advisors, Inc. unless a client service agreement is in place.
- 网站
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https://graniteharbor.com/
Granite Harbor Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Houston,Texas
- 类型
- 合营企业
- 创立
- 2002
- 领域
- Financial Planning、Estate Planning、Business Planning、Group Insurance、Life Insurance、Equity Investments、Fixed Income Investments、Retirement Planning、Education Planning、Wealth Transfer和Asset Managment
地点
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主要
10603 W Sam Houston Pkwy N
Ste. 450
US,Texas,Houston,77064
Granite Harbor Advisors员工
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Tim Smith CFP?
Founding/Managing Partner at Granite Harbor Advisors/ Ronald McDonald House Charities Greater Houston
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Ray Manz, CFP?
Managing Partner, Granite Harbor Advisors
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Dale Shaw, CFP?, RICP?
Helping answer the question "Will I be ok in retirement?" | Wealth Manager at Granite Harbor Advisors
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Nick Brown, CFA, CFP?
Helping Business Owners, Oil & Gas Executives, and successful families answer the financial questions they don't want to trust to the University of…
动态
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Make sure to check out the the latest episode of The Balance Sheet "Navigating Tax Reform in a Shifting Political Landscape" available on Spotify and Apple Podcasts now! ?? Tune in now on Spotify: https://lnkd.in/eg4WnCcX ?? Listen on Apple Podcasts: https://lnkd.in/eb7rsUes
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Tax reform is on the horizon... Are you ready? The Tax Cuts and Jobs Act is set to expire in 2025. That means potential shifts in estate tax exemptions, deductions, and income tax rates. Without action, high-net-worth individuals could see their exemptions slashed, changing the landscape of wealth transfer planning. In the latest episode of The Balance Sheet, Nick Brown, CFA, CFP? and Brian W. Sak, CFP?, CLU?, ChFC? break down: ? What could change in estate and gift tax laws ? How tax policy shifts based on political control ? Proactive steps to take now before 2025 arrives ?? Tune in now on Spotify: https://lnkd.in/eg4WnCcX ?? Listen on Apple Podcasts: https://lnkd.in/eb7rsUes What’s your biggest concern about the upcoming tax changes? Drop your thoughts below.
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Had a phenomenal time at the Kodiak Cares Foundation Gala last night - they’re doing great work through several local charities for children, veterans, and human trafficking victims. The message last night was powerful and the organization is worth your support!
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A fantastic event! A huge thank you to Lion Street and the incredible speakers for sharing their knowledge and expertise.
We were honored to have hosted NFL legend Peyton Manning at this year's Lion Street Institute. During a captivating fireside chat moderated by Jessica L. DiLella, CLU?, CLTC? and Royce Imhoff, Manning shared inspiring stories and valuable insights on leadership, resilience, and the importance of giving back, leaving a lasting impact on all in attendance. Thank you to the Nationwide team and partnership for making this happen! #LionStreetInstitute #Institute2025 #LifeInsurance #WealthPlanning
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Make sure to check out the the latest episode of The Balance Sheet "Behind the Scenes: What a Wealth Manager Really Does" available on Spotify and Apple Podcasts now! https://lnkd.in/eugsBvV2 https://lnkd.in/eUFhPQrW