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Protecting Against Financial Elder Abuse
Part of our job as an advisor is advocating for our clients. This includes being alert when it comes to the financial exploitation of our elderly and at-risk clients. It has become more important than ever for us, our clients, and their families to be vigilant against the growing problem of financial elder abuse. One…
READ MORE >Planning for Inflation
For years, the Fed took measured steps to successfully control inflation. Then the pandemic struck, causing a global economic crisis. As economies reopened, inflation spiked to levels not seen in 13 years. This dramatic increase has been due to a surge in spending at a time of massive disruptions in the global supply chain and…
READ MORE >Buckle Up for a Continued Semiconductor Chip Shortage
If you’ve driven by a car lot recently, you have probably noticed that inventory looks a bit sparse. Inventory of new cars in the U.S. is 30% of pre-pandemic levels.1 And as a result of low inventory, new and used car sales have seen a spike in prices. This is due to a global semiconductor…
READ MORE >Staff Spotlight – Aditya Sinha
We are continuing our Staff Spotlight series on each of the Harbor staff. We get up close and personal and have some fun with our Q & A’s. Aditya has been with Harbor as an intern since May 2021. What is the most recent downloaded app on your phone? I recently downloaded the BCycle…
READ MORE >Megan Miller, CFP®, CDFA® discusses “Financial Planning During Divorce: What You Need to Know”
Megan recently talked with Shana founder of The Mom Edit about the importance of financial planning during a divorce. Too many women are coming out of divorces with the short end of the financial stick, Megan is trying to change that. This article was originally published on The Mom Edit August 15, 2021 FINANCIAL PLANNING…
READ MORE >Harbor Wealth Management Included in 2021 Top RIA Ranking
For the 12th 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…
READ MORE >Covered for Catastrophe?
What do traffic jams in the Suez Canal have to do with your homeowner’s insurance? Surprisingly, it can affect the amount of dwelling coverage needed in the event your home needs to be rebuilt. Dwelling is the insurance coverage you need in order to pay for repairing or rebuilding your house if it is damaged…
READ MORE >Harbor welcomes Griffin Young
We are happy to announce that Griffin Young has joined Harbor Wealth Management’s team as a Portfolio Analyst. He is responsible for portfolio and investment research, investment strategy, providing overall client service, and account maintenance. Prior to joining Harbor, Griffin worked at Mercer Advisors for two years as a Portfolio Operations Specialist. He earned a Master’s…
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