HIGHLAND Financial Advisors

We are an independent, Registered Investment Advisory firm based in Wayne, NJ, serving high-net-worth families and individuals nationwide since 1987.

[HIGHLAND Financial Advisors @HIGHLANDFA]

Americans vote on Tuesday, November 3, and clients are already asking what the results could mean for their portfolios.

https://t.co/DZRTAHWUjM

[HIGHLAND Financial Advisors @HIGHLANDFA]

Money decisions are rarely as rational as we would like to believe.

https://t.co/FS50sSnVLl

[HIGHLAND Financial Advisors @HIGHLANDFA]

If you’ve ever tried to figure out the “best” way to get healthy, you know how overwhelming it can become.

https://t.co/CL9LPlFbCR

[HIGHLAND Financial Advisors @HIGHLANDFA]

When I think about my sabbatical, one word comes to mind: home.

https://t.co/5UN6fVhNkm

[HIGHLAND Financial Advisors @HIGHLANDFA]

At HIGHLAND Financial Advisors, we spend much of our time helping clients think about the future, including what they want to accomplish, what matters most to them, and how their financial resources can support the life they want to build.

https://t.co/VzmEr78Prt

[HIGHLAND Financial Advisors @HIGHLANDFA]

The headlines feel relentless right now.

https://t.co/HLNT99Y2Dn

[HIGHLAND Financial Advisors @HIGHLANDFA]

New Jersey property taxes remain among the largest expenses facing homeowners and retirees.

https://t.co/aoLgdE9dwb

[HIGHLAND Financial Advisors @HIGHLANDFA]

Most retirement planning conversations revolve around numbers: how much you've saved, what your withdrawal rate should be, when to claim Social Security, and how to minimize taxes on your distributions.

https://t.co/xj2RW0Y4kT

[HIGHLAND Financial Advisors @HIGHLANDFA]

For many people, retirement begins with the same question: “Do I have enough?”

https://t.co/PFmLlT6ruQ

[HIGHLAND Financial Advisors @HIGHLANDFA]

Taking ownership sounds simple, but it often proves more difficult in practice. It is noticing what needs to be done and following through without waiting to be asked.

https://t.co/BCSJ1drngj

[HIGHLAND Financial Advisors @HIGHLANDFA]

For decades, investing has been measured primarily by one question: What return can I expect? Today, many investors are asking a second question: What am I investing in?

https://t.co/D8v7tjJiJN

[HIGHLAND Financial Advisors @HIGHLANDFA]

In July, I had the opportunity to participate in an NJBIZ panel discussion focused on family-owned businesses.

https://t.co/w4ix9kpZwN

[HIGHLAND Financial Advisors @HIGHLANDFA]

Every two years, America holds another election. Every two years, headlines call it the most important of our lifetime.

https://t.co/tun0xWYGka

[HIGHLAND Financial Advisors @HIGHLANDFA]

Twenty years ago, "Breaking News" meant something extraordinary had happened.

https://t.co/4nQb4Pxn5D

[HIGHLAND Financial Advisors @HIGHLANDFA]

"I'm heading to Portugal this summer, and like any good trip, the itinerary has a little bit of everything: a few days wandering through Lisbon's hills, a stretch on the Algarve coast, even a detour into the quaint fishing village of Cascais."

https://t.co/Y19QiEqupn

[HIGHLAND Financial Advisors @HIGHLANDFA]

When markets fall, most investors see losses. Some savvy investors see the opportunity to buy equities at depressed prices.

https://t.co/y4G6ZOefo9

[HIGHLAND Financial Advisors @HIGHLANDFA]

Most successful people spend decades preparing financially for the next chapter of life.

https://t.co/RaZcxFE44i

[HIGHLAND Financial Advisors @HIGHLANDFA]

Growing up, I always had a natural tendency to save money. Every birthday and Christmas gift went into my piggy bank and, as I got older, into a savings account.

https://t.co/URf2r3KSLk

[HIGHLAND Financial Advisors @HIGHLANDFA]

A client asked me last week if she should buy SpaceX stock when it goes public. Another asked about OpenAI. A third brought up Anthropic. All three used the same word: “miss out.”

https://t.co/RHzfXjkE5S

[HIGHLAND Financial Advisors @HIGHLANDFA]

Success often creates a challenge that few people anticipate.

https://t.co/AbGimVbLBw