We believe that now, more than ever, passive investing (whether it be by sitting in cash or in passive instruments) may prove detrimental to investors seeking attractive long-term returns.

Jennison details how AI demand is growing for technology hardware, new capabilities of AI-related application products, and the challenges (and some surprises) that have arisen from AI. Overall, we believe AI represents an extraordinary opportunity, and investors can benefit from an understanding of the current AI ecosystem as well as the full implications of its future development.

At its core, advanced planning is all about deploying a range of expertise to address clients’ financial needs beyond investment management. Done well, it can help build trusted, long-term relationships that may lead to additional assets under management and introductions to qualified prospective clients. For many investors, there’s a gap in these services.

On this episode of The Active Advisor podcast, guest host Rebecca Muse-Orlinoff is joined by Bill Cates of Referral Coach International.

We know that the 2024 U.S. presidential election is a consequential one, with impacts that extend well beyond November 5th. From an active investing point of view, our team at Harbor wanted to offer some perspectives for our clients about how our strategic investment partners are viewing things.