Harmony Capital Partners

10/18/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. http://spr.ly/6183BGU7AN

10/16/2026

10/15/2026

We sure love when Joleen is in office! 🥰

10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. http://spr.ly/6185BH84mc

10/14/2026

Feeling unsure about your finances as a newly married couple is completely normal. I’ve got you.

After getting married, your financial checklist should include items like merging accounts, updating legal documents/paperwork, and adjusting tax withholdings.

10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6184BH8cpi

10/12/2026

Big life moments have a way of changing more than just your day-to-day routine — they can change your financial priorities, too.

This week’s Money Milestone is a big one: welcoming a new addition to the family.

A new baby changes just about everything — including your financial picture.

Between childcare, everyday expenses, insurance, emergency savings, education planning, and updating beneficiaries, there are plenty of financial decisions that can suddenly move higher on the priority list.

You don’t have to tackle everything at once. A good financial plan can help you figure out what matters most now, what can wait, and how all the pieces work together.

Growing your family is a big milestone. Your financial plan should grow with it.

10/10/2026

🎉 Happy Birthday, Matt! 🎉

Today we’re celebrating Matt and everything he brings to the Harmony Capital Partners team! We’re grateful for his hard work, dedication, and the care he brings to our clients and our team every day.

We hope your birthday is filled with plenty of good food, good laughs, and all the things you enjoy most! 🎂

Help us wish Matt a very Happy Birthday! 🥳

10/09/2026

Teaching your kids about money is one of the greatest gifts you can give them—and it’s easier than you think. From understanding needs vs. wants, to building credit and investing, there are simple lessons for every stage of childhood that set them up for lifelong financial success.

10/08/2026

Happy early birthday Matt!

It was so fun celebrating you today! 🥳

We hope you have a wonderful birthday on Saturday!!