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Are You Being Sold Investments or Paying for a Strategic Financial Advocate?

Are You Being Sold Investments or Paying for a Strategic Financial Advocate?

Are You Being Sold Investments or Paying for a Strategic Financial Advocate?

Jose Alvarez, CFP®, MBA

Jan 1311 min read

I Don't Believe Income Tax Will Disappear

I Don't Believe Income Tax Will Disappear

I Don't Believe Income Tax Will Disappear

Jose Alvarez, CFP®, MBA

Jan 87 min read

How I Think About Valuing a Small Business

How I Think About Valuing a Small Business

How I Think About Valuing a Small Business

Jose Alvarez, CFP®, MBA

Jan 49 min read

Annuities: Safe, Simple(?), and Often the Wrong Move

Annuities: Safe, Simple(?), and Often the Wrong Move

Annuities: Safe, Simple(?), and Often the Wrong Move

Jose Alvarez, CFP®, MBA

Dec 30, 20258 min read

The Quiet Revolution Happening in City Hall: How Municipalities Are Reclaiming Their Financial Future

The Quiet Revolution Happening in City Hall: How Municipalities Are Reclaiming Their Financial Future

The Quiet Revolution Happening in City Hall: How Municipalities Are Reclaiming Their Financial Future

Jose Alvarez, CFP®, MBA

Dec 2, 20256 min read

Don’t Waste an Inheritance: Time, Clarity, and Stewardship

Don’t Waste an Inheritance: Time, Clarity, and Stewardship

Don’t Waste an Inheritance: Time, Clarity, and Stewardship

Jose Alvarez, CFP®, MBA

Nov 26, 20257 min read

Your IRA Is Not a Trophy

Your IRA Is Not a Trophy

Your IRA Is Not a Trophy

Jose Alvarez, CFP®, MBA

Nov 5, 20258 min read

Is It Still Worth It to Put Part of Your Paycheck into a 401(k)? My Take

Is It Still Worth It to Put Part of Your Paycheck into a 401(k)? My Take

Is It Still Worth It to Put Part of Your Paycheck into a 401(k)? My Take

Jose Alvarez, CFP®, MBA

Oct 18, 20259 min read

Q4 Stats, Seasonality, and Why Staying Put Still Wins

Q4 Stats, Seasonality, and Why Staying Put Still Wins

Q4 Stats, Seasonality, and Why Staying Put Still Wins

Jose Alvarez, CFP®, MBA

Oct 6, 20253 min read

Banks, “High-Yield” Hype, and Why Your Savings Rate Isn’t a Policy Statement

Banks, “High-Yield” Hype, and Why Your Savings Rate Isn’t a Policy Statement

Banks, “High-Yield” Hype, and Why Your Savings Rate Isn’t a Policy Statement

Jose Alvarez, CFP®, MBA

Sep 30, 20254 min read

Cut the Rate - Not the Fed’s Credibility

Cut the Rate - Not the Fed’s Credibility

Cut the Rate - Not the Fed’s Credibility

Jose Alvarez, CFP®, MBA

Sep 10, 20254 min read

Bitcoin, Risk, and Why I Don't Own It

Bitcoin, Risk, and Why I Don't Own It

Bitcoin, Risk, and Why I Don't Own It

Jose Alvarez, CFP®, MBA

Sep 4, 20255 min read

Welcome to Harvest Horizon Wealth: Your Trusted Financial Partner

Welcome to Harvest Horizon Wealth: Your Trusted Financial Partner

Welcome to Harvest Horizon Wealth: Your Trusted Financial Partner

Jose Alvarez, CFP®, MBA

Aug 19, 20253 min read

The Broken Promise of Technology & Why Early Wealth Transfers Matter

The Broken Promise of Technology & Why Early Wealth Transfers Matter

The Broken Promise of Technology & Why Early Wealth Transfers Matter

Jose Alvarez, CFP®, MBA

Jul 7, 20254 min read

When Greed Doesn’t Look Like Greed

When Greed Doesn’t Look Like Greed

When Greed Doesn’t Look Like Greed

Jose Alvarez, CFP®, MBA

Jun 24, 20253 min read

As a Business Owner, How Do I Pay Myself?

As a Business Owner, How Do I Pay Myself?

As a Business Owner, How Do I Pay Myself?

Jose Alvarez, CFP®, MBA

Jun 17, 20254 min read

The "Risk-Free" Trap

The "Risk-Free" Trap

The "Risk-Free" Trap

Jose Alvarez, CFP®, MBA

Jun 3, 20255 min read

You Should Put Your Eggs in One Basket

You Should Put Your Eggs in One Basket

You Should Put Your Eggs in One Basket

Jose Alvarez, CFP®, MBA

May 24, 20254 min read

Why Farmers Need to Think Beyond the Farm

Why Farmers Need to Think Beyond the Farm

Why Farmers Need to Think Beyond the Farm

Jose Alvarez, CFP®, MBA

May 15, 20254 min read

Financial Mistakes Farmers Make - Two of Them and Their Fix

Financial Mistakes Farmers Make - Two of Them and Their Fix

Financial Mistakes Farmers Make - Two of Them and Their Fix

Jose Alvarez, CFP®, MBA

May 6, 20254 min read

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