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Market Segment Cyclicality and the Rise of Small Caps

As we surpass the one year anniversary of the Covid-19 pandemic and accompanying market sell off, it is worth looking back on the ensuing market cycles that resulted. From the middle of February to the middle of March 2020 the Russell 2000, the small-cap index, plunged more than 40% while the S&P 500, the large-cap…

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Elyse Foster in MDLinx: Here’s how doctors can catch up on retirement savings

Elyse Foster, CFP® of Harbor Wealth Management in Boulder, CO recently spoke with journalist Naveed Saleh, MD, MS about physicians and their retirement savings. Many are not able to begin saving for retirement until well into their 40s.  At this point, it becomes a game of catch-up.  So, what’s a doctor to do? The article…

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Elyse Foster in Barron’s: How a Cash Stash Can Help Retirees Keep Peace of Mind, if Not Portfolio

Elyse Foster, CFP® of Harbor Wealth Management in Boulder, CO recently spoke with journalist Neal Templin about the importance of cash buckets. March 6, 2021 – While market downturns can be unnerving for any investor, they can be devastating for retirees who have begun spending down investments and must sell depleted shares of stock. If…

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On our Bookshelf – The Seven Husbands of Evelyn Hugo

The Seven Husbands of Evelyn Hugo By Taylor Jenkins Reid   I’ve been reading a lot of mysteries lately and decided to change things up a bit with this one. I was pleasantly surprised at how much I enjoyed it. The book is about Evelyn Hugo, an aging and reclusive Hollywood movie icon who tells…

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Staff Spotlight – Karen Didde

We are doing a Staff Spotlight on each of the Harbor staff.  We will get up close and personal and have some fun with our Q & A’s. Karen Didde has been with Harbor since 2003. Read her full bio HERE. What is the most recent downloaded app on your phone?  Zoom What is the…

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Q4 2020 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is available here  —  Harbor Q4 2020 Newsletter This quarter we have included articles about coping with stress, the quarter market recap, your credit rating, our first audiogram and more. Take a look! We would love to hear from you, really! Are there any financial planning, life event planning…

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Putting Our AUM Fees to Good Use

As 2020 was a year like no other and has negatively impacted the economy and caused unfathomable needs for so many families and businesses, we wanted to share what Harbor has done with some of the AUM (Assets Under Management) fees that we collect from clients to help support our community. Harbor Wealth Management has…

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11th Annual Wreath Making Event

As with many holiday gatherings, Harbor Wealth Management’s annual wreath making event looked a little different this year.  For the past 10 years, we’ve gathered with clients at Sturtz & Copeland Florist and Garden Center in Boulder for our annual wreath making event. This year, the wonderful staff at Sturtz & Copeland prepared custom wreath…

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What Else is a Respectable Credit Rating Good For?

Much has been said about maintaining a good credit history and high credit score.  But often overlooked is the fact that it can affect more than your ability to qualify for a mortgage or get the best interest rates on credit cards or auto loans.  Here are a few other things your credit score can…

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Staff Spotlight – Jennifer Baham

This year we are doing a Staff Spotlight series on each of the Harbor staff.  We will get up close and personal and have some fun with our Q & A’s. Jennifer Baham has been with Harbor since 2015. Read her full bio HERE.   What is the one thing you cannot resist?  Warm chocolate…

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