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Cyber Security: Securing Your Data, Your Identity, and Your Finances

There is an increasing number of cyber criminals targeting financial institutions all around the globe, and it seems that cyber security is not talked about often enough to make a difference to those who may be next in line. I spend my days talking with local businesses and organizations discussing all things IT and cyber…

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Kennebunkport, Maine

By Denise Givens Maine has been called Vacationland since the 1930’s and with the beautiful mountains, pristine lakes, numerous charming islands, and long coastline, one can see why it has been so popular for many years.  As the ocean always soothes my soul, one of our favorite summer vacation spots in Maine is Kennebunkport.  This…

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Harbor Wealth Management Included in 2020 Top RIA Ranking

For the 11th year, Harbor Wealth Management of Boulder, Colorado was included in Financial Advisor’s Top RIA Survey and Ranking.  Read more about the RIA, Registered Investment Advisor industry and see the full survey results here. If you would like to find out more about Harbor Wealth Management and if we are a good fit…

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Elyse Foster in Barron’s: Older Investors Are Seen as Patient. In Market Downturns, They’re Anything But.

Elyse Foster, CFP® of Harbor Wealth Management in Boulder, CO recently spoke with journalist Neal Templin about older investors reactions to market downturns. August 15, 2020 – Older people have a reputation for being less impulsive. But when it comes to their investments, people at or close to retirement often react more hastily to market…

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Throw Back Thursday!

Year 1995, any guesses who this little one is?

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Q2 2020 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is now available — Harbor Q22020 This quarter we are bringing you articles about what we have in common, the markets, wearable technology, staff spotlights and more. We would love to hear from you, really! Are there any financial planning, life event planning or investment management related topics you…

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Another Good Reason To Give Away Your Required Distribution From Your IRA

By Carolyn Rice At age 72 (recently raised from 70.5 by the passing of the SECURE act in late 2019) you are required to begin taking annual distributions from your IRA which count toward your adjusted gross income on your tax return.  For high income individuals, that income is then used to calculate the income…

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Staff Spotlight – Carolyn Rice

This year we are doing a Staff Spotlight series on each of the Harbor staff.  We will get up close and personal and have some fun with our Q & A’s. Carolyn Rice has been with Harbor Wealth Management since 2001.  Read her full bio HERE.   What is the one thing you cannot resist?…

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Elyse Foster in NYT: Your Brother (or Sister or Mother) Is Asking for Money. Now What?

Elyse Foster, CFP® of Harbor Wealth Management recently spoke with journalist Tammy LaGorce about the complexities of lending money to family for The New York Times. The rules for how much to lend and when, if ever, to expect repayment are being written in real time, like so much of life during the pandemic. “Twenty…

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Pandemic Puppies

By Emily Troeltzsch The pandemic puppy is a developing type of pet. The allure of a furry friend to spend lockdown with is clear. However, many people adopting puppies right now may not fully consider what adopting a puppy really entails. While getting a puppy can be a great thing to do right now it…

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