Videos

Year-end isn’t just a flip of the calendar — it’s a strategic fork in the road for high-income households who want to be intentional about how they enter 2026. In this brief video, CERTIFIED FINANCIAL PLANNER™ Antwone Harris shares the key areas ultra-savvy investors review before December 31st hits — so the next year isn’t left to chance.

Discover the top 4 investing books that shaped a financial planner's journey—from One Up on Wall Street to Reminiscences of a Stock Operator—and how their timeless lessons still guide smart investing today.

You and your neighbor could both average the same annual return in retirement—but you could run out of money a full decade earlier. How? A little-known but critical concept called sequence of return risk. It's not just how much your portfolio earns, but when those gains and losses happen. Retirees who face early market downturns while making withdrawals may see their portfolio erode faster than expected—even if the market recovers later. In this brief breakdown, I walk through a real-world example showing how two retirees with identical average returns can have drastically different outcomes. If you’re within five years of retirement and have at least $1 million saved, now is the time to stress test your retirement strategy. Learn how income withdrawal planning, dynamic bucket strategies, and tax location tactics can help safeguard your retirement longevity.

Market dynamics are shifting due to the new 2025 U.S. tariff policies, with international stocks outperforming, AI-driven growth slowing, and dividend-paying companies gaining traction. Antwone Harris breaks down what this means for your portfolio and how to navigate the uncertainty ahead.

Building wealth is one thing, but ensuring it lasts for future generations requires a strategic plan. In my latest series on generational wealth, I break down the key mistakes many successful professionals and business owners make when passing down their assets—and how to avoid them. From estate planning and tax strategies to trust structures and succession planning, I’ll share actionable steps to help you protect your legacy while minimizing taxes and liability risks. Don’t leave your wealth to chance—start planning now to secure your family's financial future.

What’s the best investment vehicle available to you? It’s probably not what you think. It’s not a Roth IRA, not a traditional IRA—it may be an HSA (Health Savings Account). Many people confuse HSAs with FSAs (Flexible Spending Accounts), but an HSA is a powerful investment account that offers a triple tax advantage: ✅ Tax-free contributions ✅ Tax-free growth ✅ Tax-free withdrawals for qualified medical expenses If you have access to an HSA through your employer or business, you should be taking advantage of it—especially because healthcare costs are one of the biggest expenses in retirement. By saving and investing within an HSA, you’re setting yourself up for tax-free medical spending in the future. Even if you don’t use it for healthcare, after age 65, you can withdraw the funds for any purpose without penalty—just like an IRA or 401(k), but with an upfront tax deduction.