Harmony Group Wealth Advisors

06/10/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

06/09/2026

Cue the caps, gowns, and happy tears! 🎓

Congratulations to all the graduates celebrating this season. From kindergarten promotions to college commencements, every achievement deserves to be celebrated.

We're cheering you on as you begin your next adventure!

06/08/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

06/05/2026

Happy National Donut Day from Harmony Group Wealth Advisors!

We had every intention of taking a picture before the donuts disappeared... but clearly that didn't happen. Hope you're treating yourself to something sweet today!

06/05/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/03/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

06/01/2026

Today and every day, we celebrate the value of diversity and the importance of creating communities where everyone feels they belong. We're proud to support a culture of respect, kindness, and inclusion for our clients, colleagues, friends, and neighbors.

Happy Pride Month!

06/01/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

05/29/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.