Insights
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 […]