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Harbor Wealth Management Included in 2022 Top RIA Ranking

For the 13th 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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Q2 2022 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is available here  —Q2 2022 Newsletter This quarter’s articles: What is Tax Loss Harvesting, Market Update, Colorado TABOR Reimbursement, Understanding the Backdoor Roth Strategy and the IRS Pro-Rata Rule, Lifeworks – Harbor Podcasts, and much more. Take a look!  👀👀👀 We hope you enjoy our newsletter!  

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Harbor Welcomes Meg Basten!

We are happy to announce that Meg Basten 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. Meg has spent over 20 years in the financial industry working in institutional equity sales, investment banking and private banking. The wealth…

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Staff Spotlight Interview with Carolyn Rice

As part of our new blog series, we’re doing Staff Spotlights! In this fun interview, we talked with Carolyn Rice who’s been with Harbor since 2001.   What did you want to be growing up? A ballerina What motivates you to wake up and go to work?  In the wintertime, mostly my alarm clock and…

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On our Bookshelf – 100 Things to Know

When I was asked to write a book review, I had to laugh because my reading repertoire of late has been mostly children’s books. My son is 7 and every night we read together.  His favorite books are the 100 Things to Know series about space, earth, science, and oceans.  We’ve read all of them…

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What is Tax-Loss Harvesting?

Tax-loss harvesting is a strategy involving the selling of securities at a loss to offset the amount of capital gains when other securities are sold at a profit. The tax benefits from this strategy not only include taxes saved from offsetting gains and losses; if capital losses exceed capital gains in a given year, the…

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Understanding the Backdoor Roth Strategy and the IRS Pro-Rata Rule

The strategy of a backdoor Roth IRA contribution seems to be coming up more and more in conversations in the media. There are a few key things to know about the process, who is eligible, the IRS pro-rata rule, and how the conversation in Washington DC could impact the strategy. First, for the basics of…

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Our Geothermal Greenhouse

I have always loved to garden. Over the years, despite Colorado’s relatively short and challenging growing season, I developed a love of tropical trees, growing limes and starting plants from seed.  I extend the season and grow large tropical trees by bringing my various plants indoors for the winter.  Several years ago, it became apparent…

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Q1 2022 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is available here  —  Q1 2022 Newsletter This quarter’s articles:  Coping with Economic and Global Concerns, Market Update, Strong vs Weak Dollar, Protecting Against Financial Elder Abuse, Lifeworks – Harbor Podcasts, and much more. Take a look!  👀👀👀 We hope you enjoy our newsletter!  

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Strong vs Weak Dollar – What are the Effects?

One might consider how currencies add or subtract volatility from a market in any given part of the cycle. After all, currency does affect and change the fundamentals of many economic indicators. Interestingly enough though, historical data tells us that the US dollar and stock movements don’t actually have a strong correlation, positively or negatively.…

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