Videos

Most families assume that updating a will or beneficiary form is enough to protect their legacy. It isn’t. In this video, Antwone Harris, CFP®, breaks down why generational wealth depends on communication, shared values, and preparing heirs—not just paperwork. If you want your wealth to last beyond one generation, this is the place to start.

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.