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Saving for the Unexpected

According to a July 2021 Bankrate study, 25% of Americans surveyed have no emergency fund. An emergency fund acts as a buffer that you can use without relying on credit cards or high-interest loans in the event of an unexpected expense or life event.  If there is anything that the last 2 years have taught…

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Evaluating Your Homeowners Coverage

Recent events here in Boulder have thrown into sharp relief the possibility that many of us are underinsured for repairing or rebuilding our homes should they be damaged or destroyed by fire, accidents, or weather.  Your various coverage amounts for your home should be reviewed annually when your policy renews and possibly even mid-year if…

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Staff Spotlight – Griffin Young

We are continuing our Staff Spotlight on each of the Harbor staff.  We will get up close and personal and have some fun with our Q & A’s. Griffin Young has been with Harbor since June 2021. Read his full bio HERE.   What is the most recent downloaded app on your phone?  FlyCast Fishing…

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Key Questions when Interviewing a Financial Planner

Before you commit to a financial advisor, you want to make sure you’re hiring the best person and firm for you and your situation.  Emily Lucero, CFP shares some key questions to ask when looking to hire a financial planner. Still have questions?  Give us a call!

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A Beautiful Harvest

Most people would say that fall is the most colorful season in New England with all of the fall foliage that is typically found across the region.   In southeastern Massachusetts, another beautiful aspect of this season is the cranberry harvest! Cranberries grow on low-lying vines in sandy beds known as bogs, and while cranberry cultivation…

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Protecting Against Financial Elder Abuse

Part of our job as an advisor is advocating for our clients.  This includes being alert when it comes to the financial exploitation of our elderly and at-risk clients. It has become more important than ever for us, our clients, and their families to be vigilant against the growing problem of financial elder abuse.  One…

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Q3 2021 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is available here  —  Q3 2021 Newsletter This quarter’s articles:  Continued Semiconductor Chip Shortage, Market Update, Planning for Inflation, Audiogram – Considering Divorce? and much more. Take a look!  👀 We’d love to hear your suggestions for future newsletter article topics!

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Planning for Inflation

For years, the Fed took measured steps to successfully control inflation.  Then the pandemic struck, causing a global economic crisis.  As economies reopened, inflation spiked to levels not seen in 13 years.  This dramatic increase has been due to a surge in spending at a time of massive disruptions in the global supply chain and…

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Buckle Up for a Continued Semiconductor Chip Shortage

If you’ve driven by a car lot recently, you have probably noticed that inventory looks a bit sparse.  Inventory of new cars in the U.S. is 30% of pre-pandemic levels.1 And as a result of low inventory, new and used car sales have seen a spike in prices.  This is due to a global semiconductor…

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Staff Spotlight – Aditya Sinha

We are continuing our Staff Spotlight series on each of the Harbor staff. We get up close and personal and have some fun with our Q & A’s.  Aditya has been with Harbor as an intern since May 2021.   What is the most recent downloaded app on your phone?  I recently downloaded the BCycle…

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