Harris and Davis Financial Advisors

02/06/2026

We’re Hiring: Client Service Operations Manager (Omaha, NE)

Our financial advisory firm in Omaha is growing, and we’re looking for a Client Service Operations Manager to help keep our client service and daily operations running smoothly.

This is not an assistant role. We’re looking for someone who takes ownership, follows through, and can confidently manage client service requests, workflows, and day-to-day operations without constant direction.

The right person is organized, dependable, comfortable making decisions, and enjoys being accountable for outcomes. Prior experience in client service, operations, or a professional services environment is strongly preferred.

If you—or someone you know—takes pride in ownership, accountability, and helping a growing business operate well, we’d love to connect.

Please email resumes to [email protected]

01/06/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

01/02/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

12/30/2025

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

12/26/2025

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

12/23/2025

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

12/19/2025

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

12/16/2025

Did you know you can use more than one type of pension plan as you save for retirement? This can help you capture the benefits of each one.

Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.

12/12/2025

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

12/09/2025

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

12/09/2025

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed's final meeting of the year on December 9–10.

The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite declined 1.51 percent. The Dow Jones Industrial Average edged up 0.32 percent.1

12/05/2025

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.