Harman Wealth Management

08/09/2022

Pronounced market volatility? Check.

Menacing inflation? Check.

Two-quarters of negative GDP growth? Check.

Therefore, it’s an official recession, right? Well, not necessarily, let me explain...Click the link below to check out our latest Quarterly Persepctive.

“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive our latest evaluation of U.S. business cycle trends.” Cli...

06/24/2022

Our Founder and Managing Director Dean Harman was interviewed by Barrons about saving for healthcare in retirement. Click the link below to learn how you should be preparing.

https://www.barrons.com/advisor/articles/healthcare-costs-in-retirement-save-51655828150?refsec=the-big-q&mod=topics_the-big-q

05/12/2022

What started as a more normal market pullback in January has now extended into a full-blown correction. Furthermore, the Russian invasion of Ukraine plus policy adjustments from the Federal Reserve have shaken confidence.

So, with uncertainty rising, here is what we know; despite how we might feel:
...Check out the Quarterly Perspective below

“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive our latest evaluation of U.S. business cycle trends.” Cli...

03/28/2022

Sanctions, support, and trade disruption create both challenges and opportunities. Take a look at our latest article where we discern three important changes within the global economy that support adjustments to our various portfolios.

Sanctions, support, and trade disruption create both challenges and opportunities.   At least for the next few years, however, we discern three important changes within the global economy that support adjustments to equity positions… A lot has changed in a month. Since Russian forces invaded Ukra...

01/11/2022

There's been nothing ordinary about the market's path over the last four years. While most investors are quite attuned to the wide-swinging stock market since the COVID outbreak started in March of 2020, fewer are aware of the extremes witnessed since 2018. Click below to check out the latest Quarterly Perspective.

“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive our latest evaluation of U.S. business cycle trends.” Cli...

10/06/2021

After the longest expansion in history, last year's COVID-induced recession restarted the U.S. economy into a new business cycle. After a full year in, and with sustainable growth established, it's time to re-calibrate expectations ahead. Take a look at the Quarterly Perspective below.

“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive our latest evaluation of U.S. business cycle trends.” Cli...

07/23/2021

A strange twist has entered the employment picture in the post-COVID economy. In light of the fastest post-recessionary jobs recovery ever recorded, the evidence suggests it could be even better...

Check out the latest Quarterly Perspective below...

“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive our latest evaluation of U.S. business cycle trends.” Cli...

06/10/2021

After declining -35.9% in the second quarter of 2020 alone, GDP has already surpassed its pre-pandemic high and is now forging into new expansionary growth.

By the end of May, U.S. GDP has already surpassed former highs and now is forging into new expansionary growth.

05/21/2021

Provide administrative and operational support for the team (e.g. calendar management, travel arrangements, processing forms, responding to client requests).
• Prepare for client meetings by ensuring all applications and servicing forms are created accurately and run reports.
• Ownership of implementation of advisor recommendations including processing paperwork and money movement.
• Act as the first point of contact for clients in their servicing needs via phone, email, and face to face.
• Serve as the expert in guiding our clients to utilize our company website, eSignature, and other tools.
• Coordinate and communicate with our team to enhance customer care.
• Creates a positive client experience through friendly and competent responses to client requests.
• Process customer requests, transactions and orders – including opening/transferring accounts, assist in onboarding clients and with additional new account openings.
· Ensure new business paperwork is accurately submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
· Enter Client data in SalesForce, create meeting agendas and summaries.
• Maintain/manage/organize electronic files and CRM.
• Answer phones.
• Provides back-up support to the company Receptionist on a rotating basis.
• Operates office systems or machines.
• Perform other duties as requested.
· Ability to pass intensive background screening.

This position will consistently follow high standards of business and professional ethics when dealing with others and performing work activities.

Skills Required

• Minimum 3-5 years of experience in a support role
• Highly detail-oriented
• Ability to prioritize, stay organized, and multi-task
• Excellent teamwork, interpersonal, and conflict resolution skills
• Excellent Client Service orientation
• Exceptional written & verbal communication
• Strong knowledge of Microsoft Office
• Strong work ethic
• Positive attitude and sincere willingness to learn
• Team player
• Steadfast integrity

Compensation:

Salary commensurate with experience

05/07/2021

• Provide administrative and operational support for the team (e.g. calendar management, travel arrangements, processing forms, responding to client requests).
• Prepare for client meetings by ensuring all applications and servicing forms are created accurately and run reports.
• Ownership of implementation of advisor recommendations including processing paperwork and money movement.
• Act as the first point of contact for clients in their servicing needs via phone, email, and face to face.
• Serve as the expert in guiding our clients to utilize our company website, eSignature, and other tools.
• Coordinate and communicate with our team to enhance customer care.
• Creates a positive client experience through friendly and competent responses to client requests.
• Process customer requests, transactions and orders – including opening/transferring accounts, assist in onboarding clients and with additional new account openings.
· Ensure new business paperwork is accurately submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
· Enter Client data in SalesForce, create meeting agendas and summaries.
• Maintain/manage/organize electronic files and CRM.
• Answer phones.
• Provides back-up support to the company Receptionist on a rotating basis.
• Operates office systems or machines.
• Perform other duties as requested.

This position will consistently follow high standards of business and professional ethics when dealing with others and performing work activities.

· Ability to pass intensive background screening.

Skills Required:

• Series 7 & 66 registration is preferred
• Minimum 3-5 years of experience in a support role for a financial firm
• Highly detail-oriented
• Ability to prioritize, stay organized, and multi-task
• Excellent teamwork, interpersonal, and conflict resolution skills
• Excellent Client Service orientation
• Exceptional written & verbal communication
• Strong knowledge of Microsoft Office
• Strong work ethic
• Positive attitude and sincere willingness to learn
• Team player
• Steadfast integrity

Compensation:

Salary commensurate with experience

05/04/2021

It has been a whirlwind twelve months - full of fear, panic, anxiety, and, now, reason for sustained optimism. As immunity builds throughout the US and the COVID numbers decline, it appears an economic spring is arriving. While threats still remain, the evidence is pointing to a sharp acceleration in U.S. growth.

Check out the quarterly perspective below.

“Each quarter, Harman’s investment team gathers notable market development to help investors with current topics. In the Quarterly Perspective, we share thoughts about what’s moving the economy and investors. Likewise, readers receive our latest evaluation of U.S. business cycle trends.” Cli...

02/26/2021

Congratulations to our managing director Dean Harman for being named to the National Advisory Board of Advisor Group! The nations largest network of independent wealth management firms.

Click here to read the announcement: https://mcusercontent.com/41fe2db39d90c332d71ee2afb/files/87ced1a3-b577-4cba-9f77-a93e31da3e3d/NAB_Board_Member_Announcement_Harman.pdf