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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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Income-Based Fees Make a “Comeback”

Writing for WealthManagement.com, Samuel Steinberger consulted with several veteran advisors including Elyse Foster, CFP® of Harbor Wealth Management.    When three-time Olympic medalist and financial advisor Lauryn Williams opened her Dallas-based firm, Worth Winning LLC, she gave a lot of thought to how she was going to charge clients. Her niche is athletes and young…

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Furry Friends – Harley!

The Harbor staff is doing a blog series about the furry friends in our lives. My Name:  Harley Age/Breed:  11 months/Yellow Lab Who I live with:  Barrett and Elyse, kitties MC and Max How I came to be with my family:  They lost all control upon meeting me and brought me home What I like to…

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Including Digital Assets in Your Estate Planning

Published February 7, 2019 Investopedia Congratulations! You have drafted a will and filled out answers to questions regarding who assists you if you are unable to make financial and medical decisions for yourself. You may have even completed a living will and the more advanced medical directives. Are you finished? I’m afraid not. Planning for digital assets has become an important addition…

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Harbor Parking Space

Harbor Welcomes Nyaradzo Bere

We are happy to announce the recent hiring of our newest wealth management intern in our Boulder office, Nyaradzo Bere.  Naya is pursuing a double major in Accounting and Finance at the University of Colorado, Leeds School of Business with an expected graduation date of May 2020.    

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The Best Book I Read in 2018

A Gentleman in Moscow by Amor Towles Shortly after the Bolshevik revolution, the aristocratic Count Alexander Rostov is sentenced to house arrest in a grand hotel in Moscow. He lives there in the attic for several decades interacting with guests and staff.  You might think that a main character living in an attic, knowing that…

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Celebrating 30 Years!

We had a wonderful group of clients and professional partners join us in October for our client appreciation party.  This year was special since it was also Harbor’s 30th anniversary.  Harbor Financial Group was incorporated in Colorado on January 1, 1988.  What better way to celebrate than by having a party?  We appreciated the lovely comments,…

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