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Author: Jonathan Harrison, CFP®

March’s Financial To-Dos  March 3, 2017 by Jonathan Harrison, CFP®

Inspired by Morningstar’s Financial To-Do List, we’re offering a few tasks each month for tackling what can seem like an overwhelming project: getting or keeping your financial house in order. By …

Where to park your emergency fund  February 22, 2017 by Jonathan Harrison, CFP®

A recent Wall Street Journal article, “Personal-Finance Lessons From the Ultrawealthy,” surprised many with one of its key lessons from the richest investors: keep cash handy. Many incorrectly as…

February’s Financial To-Dos  February 3, 2017 by Jonathan Harrison, CFP®

Inspired by Morningstar’s Financial To-Do List, we’re offering a few tasks each month for tackling what can seem like an overwhelming project: getting or keeping your financial house in order. By…

What the Dow Hitting 20,000 Means For You  January 25, 2017 by Jonathan Harrison, CFP®

You may have heard on the news that the Dow Jones Industrial Average hit 20,000 today. What does this mean? Should this matter to you? Often called “the Dow,” this index is a list of 30 major US …

January’s Financial To-Dos  January 23, 2017 by Jonathan Harrison, CFP®

Inspired by Morningstar’s Financial To-Do List, we’re offering a few tasks each month for tackling what can seem like an overwhelming project: getting or keeping your financial house in order. By…