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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!

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.…

Staff Spotlight Interview with Megan Miller

As part of our new blog series, we’re doing Staff Spotlights! In this fun interview, we talked with Megan Miller who’s been with Harbor since 2012. What do you like most about your job at Harbor? I can’t choose one, I really enjoy my co-workers and the fun we have while we’re working! Additionally,…

On our Bookshelf – The 10,000 Doors of January

The 10,000 Doors of January By Alix E. Harrow “Doors, he told her, are change and change is a dangerous necessity. Doors are revolutions and upheavals, uncertainties and mysteries, axis points around which entire worlds can be turned. They are the beginnings and endings of every true story, the passages between that lead to adventures…

Saving for the Unexpected

According to a July 2021 Bankrate study, 25% of Americans surveyed have no emergency fund. An emergency fund acts as a buffer that you can use without relying on credit cards or high-interest loans in the event of an unexpected expense or life event. If there is anything that the last 2 years have taught…

Evaluating Your Homeowners Coverage

Recent events here in Boulder have thrown into sharp relief the possibility that many of us are underinsured for repairing or rebuilding our homes should they be damaged or destroyed by fire, accidents, or weather. Your various coverage amounts for your home should be reviewed annually when your policy renews and possibly even mid-year if…

Key Questions when Interviewing a Financial Planner

Before you commit to a financial advisor, you want to make sure you’re hiring the best person and firm for you and your situation. Emily Lucero, CFP shares some key questions to ask when looking to hire a financial planner. Still have questions? Give us a call!

A Beautiful Harvest

Most people would say that fall is the most colorful season in New England with all of the fall foliage that is typically found across the region. In southeastern Massachusetts, another beautiful aspect of this season is the cranberry harvest! Cranberries grow on low-lying vines in sandy beds known as bogs, and while cranberry cultivation…

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…