Harris Investment Advisors News


Financial Balance with David Harris - 6/6/12


5-23-12a by dharrisfinancialbalance

Sound financial advice from David Harris of Harris Investment Advisors. Find out all about us and what we do on today's show.


Financial Balance with David Harris - 5/30/12


5-23-12a by dharrisfinancialbalance

Sound financial advice from David Harris of Harris Investment Advisors. Find out all about us and what we do on today's show.


Financial Balance with David Harris - 5/23/12


Sound financial advice from David Harris of Harris Investment Advisors. Find out all about us and what we do on today's show.


Financial Balance with David Harris - 5/16/12


May has been a tough month for the stock market. How do you invest when the market is down? David's #1 piece of advice: Don't panic. Investing is a long-term process. One month shouldn't phase you if you have a good plan. Know when to get in and when to get out.


Financial Balance with David Harris - 5/2/12


David talks about investors' biggest concerns about the stock market, long term care and super-Roth IRAs. Listen in...


Financial Balance with David Harris - 4/25/12


David discusses why it's imperative to have a plan. Find out more. Listen now. Or call Harris Investments at (480) 659-8380 for a free consultation.


Financial Balance with David Harris - 4/18/12


How does a mutual fund perform compare to an indexed universal life insurance account? It grows tax-deferred and you can withdraw it tax-free, plus you cannot lose the principal investment. Are you already putting away the mazimum in a Roth IRA? You might want to check this out.


Financial Balance with David Harris - 4/11/12


Every Wednesday, David Harris of Harris Investments give you the keys to financial balance. In this episode, David, who's been helping people on the road to financial success for more than 25 years, gives you the scoop on the tax advantages of a "super" Roth IRA. You can grow equity in a life insurance policy -- tax-free. Find out more. Listen now.


Financial Balance with David Harris - 3/28/12


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What is the "safe money alternative"? Tune in as David breaks down the ins and out of life insurance. And what is David doing with small businesses? You've got to listen to find out!


Financial Balance with David Harris - 3/21/12


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We're still in turbulent times: Gas prices are rising, conflict continues in Middle East and the S&P hit 1200 this week. Where should you invest now? Allow your assets to grow by creating financial balance in your portfolio. What are your goals?


Financial Balance with David Harris - 3/14/12


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Tax day is approaching! Are you ready? David talks about what you need to know about your taxes and investments. Learn what you should be keeping in mind: investment types, timing, amounts and filing deadlines are all important. Time is ticking - David will help you be prepared.


Financial Balance with David Harris - 3/7/12


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Who is Harris Investments? What does Harris Investments do? This week saw the first triple-digit stock market drop -- how will it affect your overall financial picture? Take fear and emotion out of investing and start focusing on the numbers. David tells listeners what they need to know about risk and long-term growth.


Financial Balance with David Harris - 2/29/12


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The secret of life...is it life insurance? What are the benefits to having life insurance? Why isn't it for everyone? How long do you have to have a policy in order to build a cash value? How does the market affect equity indexed annuities? David explains it all...listen now! Life insurance policies are not for do-it-yourselfers. David can help answer your questions. Just call (480) 659-8380 to learn more.


Financial Balance with David Harris - 2/22/12


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We all know that constructing your portfolio with different asset classes is imperative, but here's one asset class you might not have thought of: Life insurance. What's the difference between whole life insurance and universal life insurance? How do you fund it correctly? How do you qualify for it? David explains this and more.


Financial Balance with David Harris - 2/1/12


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What is involved in constructing a portfolio? What are the advantages of exchange traded stocks (ETFs) and dimension funds over retail mutual funds? How can balance your asset classes in your portfolio? David tells you all this and more -- listen in!


Financial Balance with David Harris - 1/25/12


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Learn how to retirement sucessfully. Whether it's wealth management, 401(k)s, IRAs or other investment vehicles, David will analyze your current plan and help you maximaze asset allocation. David explains taking a long-term view and why slow and steady wins the race. Plus, get details on David's upcoming free seminar.


Financial Balance with David Harris - 1/18/12


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Why should you practice good saving and investing habits? What is fiduciary responsibility? What are the difference between brokers and advisors? What's in YOUR best interest? Listen and find out!


Financial Balance with David Harris - 1/4/12


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Did you know...Beginning in 2012, the amount of money you are allowed invest in your 401(k) has increased? Learn about this and other changes in 2012 you need to know when dealing with retirement money.


Financial Balance with David Harris - 12/28/11


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The importance of having cash on hand and not putting all your eggs in one investment basket. What did 9/11 teach us about finance? Planning is essential...Don't let a major life event take you by surprise. Listen to David's tips and find your financial balance.


Financial Balance with David Harris - 12/21/11


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Is your portfolio truly balanced? Listen to the show and learn about finding the right mix. Like what you hear? Harris Investments does free portfolio reviews!


Financial Balance with David Harris - 12/07/11


Part 1

Part 2

In the first part of this installment, David discusses the role emotions can play in financial decisions and why it's important to take an even-keeled approach to investing.

The second half covers rollovers and other options for 401(k) investors who have moved on from their former employer. The show continues with a brief overview of the 401(k) services Harris Investment Advisors provide to business owners.