Insights
Posted on September 15, 2026
Harbor View CFP James Malatos Discusses the Nuance of Dying with Zero
Financial planning isn’t just about watching your accounts grow. It’s about understanding what your wealth is ultimately meant to accomplish, as Harbor View CFP James Malatos discusses in this new article for NerdWallet on the debate of whether you should ‘die with zero’. “You can see how much you’re worth on your smartphone,” Malatos says. […]
Posted on September 15, 2026
The Three-Legged Stool: Why Investment, Tax, and Estate Planning Belong in One Conversation
Picture a stool with only two legs. It might stand for a moment, propped at the right angle, but it can’t hold real weight. That’s roughly what happens when investment management, tax planning, and estate planning are handled separately, by different advisors, on different timelines, without anyone looking at the whole picture. We think of […]
Posted on September 8, 2026
Inside the Harbor View Private Wealth Compass: Our Process From First Conversation to Lifelong Planning
Every Harbor View Private Wealth relationship follows the same structured process, which we call the Harbor View Private Wealth Compass. It exists so you always know what to expect from us, and so we never lose sight of what matters most to you as your life changes. The first step is Clarify. Before any planning […]
Posted on September 1, 2026
Independence Isn’t the Story. Here’s What We Actually Built.
Ask most independent advisory firms why they left their old firm, and you’ll hear some version of the same answer: independence. Freedom from proprietary products. Freedom from sales quotas. Freedom to put clients first. All of that is true of Harbor View Private Wealth, too. We left the wirehouse model in early 2026 […]
Posted on August 31, 2026
Nvidia Earnings
A quarter rarely comes along that tells us as much about where the economy is headed as it does about a single company’s balance sheet. Nvidia’s second-quarter fiscal 2027 results, released this week, were one of those quarters. We think it’s worth taking a step back from the headline numbers to talk about why this […]
Posted on August 25, 2026
Why We Call Ourselves a Planning-Led Firm, Not an Investment Firm
Most conversations with a wealth management firm start the same way: with a portfolio. Performance, allocation, benchmarks. At Harbor View Private Wealth, we start with the plan. We call ourselves a planning-led firm because that’s genuinely how the practice is built. Before we talk about a single investment, we want to understand what you’re actually […]
Posted on August 14, 2026
Market Outlook
Core CPI fell 0.02% in June, the first outright monthly deflation reading since the pandemic, well below the Street’s estimate for a 0.26% increase. Shelter costs, the largest single piece of the CPI basket, rose just 0.11% for the month and their year-over-year rate slipped below its 40-year average.
Posted on August 11, 2026
Market Update Second Half 2026: What We’re Watching
As we move into the back half of the year, several crosscurrents are shaping our outlook — and on balance, we see more reasons for optimism than caution.
Posted on June 16, 2026
Wifflin’ for Wishes
Wifflin’ for Wishes, presented by Harbor View Private Wealth, benefiting Make-A-Wish Georgia. Saturday, August 15 | Brook Run Park – Dunwoody.
Posted on June 16, 2026
A Confluence of Historic Events
This is one of those rare moments when several consequential developments arrive simultaneously — each significant in its own right, and together capable of reshaping portfolio dynamics for years to come. Over the past week, markets digested a U.S.–Iran peace agreement that has reopened the Strait of Hormuz, the largest IPO in stock market history […]
Posted on May 21, 2026
Market Commentary CIO: Four Key Themes
The near-term picture for oil has been dominated by geopolitical disruption. Technical research has noted that crude recently surged on geopolitical risk, with resistance levels near $78-$81/bbl coming into play, and that a rally in WTI has dampened expectations for Fed rate cuts in the near term.
Posted on May 19, 2026
Market Commentary CIO: The Week Ahead
A pivotal week for macro signals. Wednesday brings April FOMC minutes, which may offer insight into how the Fed is weighing the current inflation backdrop. The same day, Nvidia reports fiscal Q1 results after the close — one of the more closely watched prints of the week, alongside Walmart and John Deere. ELF and EnerSys […]
Posted on April 30, 2026
Market Commentary CIO: The Fed Holds…
The Federal Reserve held interest rates steady this week at 3.50%–3.75%, marking the third consecutive pause thisyear. While the decision itself was widely expected, the deeper story is one of healthy debate within the Fed: fourofficials dissented — the most in over three decades — reflecting genuine disagreement about how quickly inflation iscooling, particularly as […]
Posted on April 8, 2026
Market Commentary CIO: a Constructive Shift
We are writing to provide a brief update on the recently announced Iran ceasefire and what itmeans for markets and portfolios. In our view, this development represents a meaningful de-escalation in geopolitical risk and removes a key near-term overhang that had been weighingon investor sentiment.
Posted on March 25, 2026
Market Commentary
Over the past several days, energy markets have been pulled in two opposing directions,leaving crude prices notably below recent highs despite ongoing geopolitical tension.Following Monday’s sharp selloff, Brent and WTI have remained under $100 and $90,respectively, even as conditions in the Strait of Hormuz remain severely constrained.
Posted on February 10, 2026
My wife and I have $2.5 million, but not much in Roths. Should we do a mega backdoor conversion?
The mega backdoor Roth is a strategy where high-earners contribute after-tax dollars to a 401(k) and then move that money over to a Roth, since they may otherwise be limited or completely shut out from contributing to a Roth IRA.
Posted on February 3, 2026
Younger Advisors, Bigger Ambitions: Inside Harbor View’s Independence Play
As a growing cohort of younger advisory teams rethinks legacy wirehouse and large-platform models, independence is increasingly seen not as a risk, but as a strategic advantage. That trend is on display at Harbor View Private Wealth. Harbor View represents a new generation of wealth firms prioritizing ownership, flexibility, and a more bespoke client experience, […]
Posted on January 13, 2026
$1.3B Breakaway Harbor View Private Wealth Embarks on Path to Independence via Partnership with Elevation Point
MINNEAPOLIS, Jan. 13, 2026 /PRNewswire/ — Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, announced today that it has made a strategic minority investment in Harbor View Private Wealth (“Harbor View”), a wealth management firm offering holistic, goals-based financial planning to successful corporate executives and their families. The team, which oversaw approximately $1.3 […]