Resources
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Thought leadership
Expert advice and insights about the independent practice space.
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No More Trailers, Its Show Time
20 January, 2025 by Craig BasingerTrump 2.0 starts next week, and everyone is sure it will be an attention grabber if the trailers have been any indication. In this Ethos, we talk a bit about the likelihood of politically-driven volatility and dive into bond yields
Yield-to-Risk Ratio13 January, 2025 by Craig BasingerGiven most yield-providing allocations are also expected to provide some portfolio defence, we have shared a risk-adjusted yield framework to help consider different yield strategies for a portfolio.
Reflecting on 2024 – Awesome Returns, Surprising Resilience06 January, 2025 by Craig BasingerIn this month’s strategy edition, we provide a year-in-review to help put last year into perspective. 
Top 10 Ethos of 202423 December, 2024 by Craig BasingerAs with tradition, this is the last Ethos of the year and we are going to run down the most popular editions based on clicks/eyeballs. We would like to thank our readers for your continued attention and will continue to endeavor to provide context and insight for the ever-changing markets.
Thematics in Flux16 December, 2024 by Derek Benedethematic investing is a different beast. It’s not about earnings, dividends, debt or cash flow. At its core, it’s about identifying structural trends and innovations that are expected to drive future growth.
A Bizarro Tax-Loss-Selling Year09 December, 2024 by Craig BasingerTax-loss selling this time of year can often lead to weakness in beaten-down names that rebound in January as investors repurchase after waiting the required time. However, this year may be the opposite, given how few tax-loss candidates are available.
News & Press
Press and reports featuring Harness
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Globe and MailHow wealth managers are integrating hybrid advice with broader offerings25 June, 2024 Investment ExecutiveHelp your client address the volatility of equity compensation21 May, 2024 Financial PostHarness Investment Management Expands Core Wealth Solutions Partnership to Offer Higher-Touch Investment Counselling Services to Clients25 October, 2023 Globe NewswireHarness investment management to offer a suite of active-passive solutions consisting of Vanguard’s low-cost funds to Canadian investors02 March, 2023 Advisor’s EdgeHarness Investment Management opens Vancouver office: VELA Wealth is the first strategic partner in British Columbia16 December, 2019 Harness Investment ManagementHarness Investment Management Inc. Launches in Vancouver; Forms Strategic Partnership with North Vancouver-based VELA Wealth16 December, 2019
See all news & pressHow wealth managers are integrating hybrid advice with broader offerings25 June, 2024 Investment ExecutiveHelp your client address the volatility of equity compensation21 May, 2024 Financial PostHarness Investment Management Expands Core Wealth Solutions Partnership to Offer Higher-Touch Investment Counselling Services to Clients25 October, 2023 Globe NewswireHarness investment management to offer a suite of active-passive solutions consisting of Vanguard’s low-cost funds to Canadian investors02 March, 2023 Advisor’s EdgeHarness Investment Management opens Vancouver office: VELA Wealth is the first strategic partner in British Columbia16 December, 2019 Harness Investment ManagementHarness Investment Management Inc. Launches in Vancouver; Forms Strategic Partnership with North Vancouver-based VELA Wealth16 December, 2019