Videos

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.

2025 is shaping up to be a year of significant market shifts, with key factors such as rising interest rates, inflation, and evolving policies set to impact investments. In this video, I explore how these changes could influence your portfolio and discuss strategies to diversify beyond traditional stocks and bonds. With artificial intelligence continuing to drive growth and the energy sector poised for expansion, it's crucial to stay informed and prepared. Learn how to position yourself for success in the face of potential market volatility.

I wanted to give you a few tips that you might consider before the end of the year. So the first thing you may want to look to harvest some losses within your portfolio. So this has been a very strong stock market this year. You may have sold some positions at a profit.