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Do Your Financial Documents Spark Joy?

Thanks to Marie Kondo’s decluttering philosophy, I am not able to look at anything without thinking “But does it spark joy?” Although financial documents and records may not spark joy, here are some tips to determine what should be kept.  First and foremost, if you haven’t already opted to go paperless, consider it and lessen…

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Furry Friends

The Harbor staff is doing a blog series about the furry friends in our lives.   My Name: Deza (pronounced dezah) Lucero Age/Breed:  3.5/Beagle How I came to be with my family: My parents bought their first house and immediately knew they needed a dog to help make it a home. They came to fetch…

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Welcome Wealth Management Interns!

Meet our two newest wealth management interns, Kate and Emily! We are happy to have them join our Harbor Wealth Management team. Our interns work through training modules developed by Harbor to train and further their education of the financial planning and investment management business. Kate and Emily will be assisting with market research and…

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Cybersecurity Event at Harbor

Phishing schemes, foreign hackers, spam emails – we hear about these threats on a regular basis, and it is important that we learn how to protect ourselves with our email and online or with social media.  Harbor Wealth Management recently hosted a small group meeting for our clients on Cybersecurity with Kyle Moore from Live…

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Retirees Need Emergency Funds Too

Writing for Kiplinger, Mary Kane consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management regarding emergency funds for retirees. You may think of an emergency fund as the cash stash to keep when you are working, with employees typically advised to save six months’ worth of living expenses in the…

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Protecting Yourself With a Fiduciary Planner

Great infographic from the National Association of Personal Financial Advisors (NAPFA) about a FIDUCIARY and why it’s important.  See the original link here. Harbor Wealth Management is a Registered Investment Advisor (RIA) and are held to a fiduciary standard of care at all times.  We will always act in the best interest of our clients.…

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Harbor Welcomes Emily Lucero

We are happy to announce that Emily Lucero has joined Harbor Wealth Management’s team as a Client Service Manager.  She is responsible for providing overall client service, account maintenance, and financial planning updates. Prior to joining Harbor, Emily worked at Raymond James for two years as an investment advisor.  She holds the designation of Chartered…

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Amalfi, Italy

Whenever my husband and I talk about where we’d like to go for an extended vacation if life events aligned, Amalfi, Italy is always at the top of our list.   While we’ve been there twice in the last several years, we’d go back tomorrow if we could. Most visitors to the Amalfi Coast stay in…

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Q1 2019 Harbor Newsletter

Harbor Wealth Management’s most recent newsletter is now available – Harbor Q12019 Please contact us with any topics you would like to see in future issues.

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Throwback Thursday

Meeting Sir John Templeton at the Lyford Key Club was an honor.  His pioneering work in mutual funds and global investing is legendary.  We follow his investment philosophy to this day.

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