Harbor Welcomes Trevor Tuthill!
Harbor Welcomes Trevor Tuthill! Please welcome Trevor Tuthill to the Harbor team as our newest Investment & Planning Analyst. Prior to joining Harbor Wealth Management, Trevor was an Analyst at ARQ Wealth Advisors where his responsibilities included trading, performance reporting, and investment research & analysis. Additionally, Trevor was an Analyst at Hall Capital Partners,…READ MORE >
Donating your Required Minimum Distribution: Quick Facts about QCD’s
Donating your Required Minimum Distribution: Quick Facts about QCD’s by Carolyn Rice If you are over the age of 70 1/2, own a traditional or inherited IRA and make donations to charitable organizations, you may wish to consider qualified charitable donations (QCD) from your IRA. A QCD is a gift made directly to a qualified…READ MORE >
Harbor Welcomes Matthew Hingst!
Harbor Welcomes Matthew Hingst! We are happy to announce that Matthew has joined Harbor Wealth Management as our new Investment & Planning Analyst. Before joining Harbor, Matthew worked across the brokerage and investing space at firms like Fidelity, Robinhood, and Morgan Stanley, helping clients with their investment needs through a variety of different roles.…READ MORE >
Staff Spotlight Interview with Denise Givens
As part of our new blog series, we’re doing Staff Spotlights! This time, we talked to Denise Givens, who just celebrated her 5th anniversary with Harbor Wealth Management! What did you want to be growing up? I always wanted to be a math teacher– I even got a bachelor’s degree in Applied Mathematics! …READ MORE >
Social Security: The Past, Present, and Future
Social Security: What is it, how did it start, and will it last? by Emily Lucero Key Takeaways: The Past: The Social Security program was introduced in 1935 during the Great Depression to help retired workers support themselves. The Present: Since then, Social Security has been expanded to help more and more people– in 2022,…READ MORE >
What is Margin?
What is Margin? When can you use margin? Is using margin right for you? by Karen Didde Margin is a powerful tool that allows investors to borrow from their investment accounts. There are many uses for margin, but we most often recommend it to cover large short-term cash needs. By using margin, investors can…READ MORE >
Harbor Welcomes Delaney Campbell!
Harbor Welcomes Delaney Campbell! We are happy to announce that Delaney has joined Harbor Wealth Management as part of the front desk and social media team. She brings with her multiple years of social media management experience with various companies, including Philadelphia’s famous Mueller’s Chocolate Co. Delaney graduated from Temple University in Philadelphia…READ MORE >
Q1 Market Review: May Update
May Update Despite volatility along the way, markets gained so far for the year 2023. Markets rallied in January with hopes that the Fed would soon halt interest rate hikes. The Fed raised rates by 25 basis points in February and again in March, taking the federal funds rate to 4.75% – 5%. Data indicates…READ MORE >