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Q3 2021 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is available here  —  Q3 2021 Newsletter This quarter’s articles:  Continued Semiconductor Chip Shortage, Market Update, Planning for Inflation, Audiogram – Considering Divorce? and much more. Take a look!  👀 We’d love to hear your suggestions for future newsletter article topics!

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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…

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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…

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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…

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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…

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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…

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Q2 2021 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is available here  —  Harbor Q2 2021 Newsletter This quarter’s articles:  Dark Web, Value Vs. Growth in a Rising Interest Rate, Changes to Child Tax Credits in 2021, Audiogram – The importance of working with a fee-only advisor and much more. Take a look! What would you like to…

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Value Vs. Growth in A Rising Interest Rate Environment

As we anticipate a gradual increase in interest rates over the next several years, we want to examine the differences in growth vs. value stocks and what historical performance of each type could tell us about the environment we may be heading into. Growth companies are considered to have a good chance for considerable expansion…

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Changes to Child Tax Credits in 2021

Effective July 15, the IRS will start issuing child tax credits on a monthly basis to eligible families as part of the American Rescue Plan.  This enhanced Child Tax Credit expands the benefit from a $2,000 credit up to $3,600 per child. Who is eligible? Qualifications for this increased credit is based on your income…

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Elyse Foster in Barron’s: A Loophole Makes “529” Plans Good Wealth Transfer Tools. Here’s How to Use Them.

Elyse Foster, CFP® of Harbor Wealth Management in Boulder, CO recently spoke with journalist Neal Templin about “529” education-savings plans and how they allow people to save and invest tax-free for college or schooling costs.  Accountants, estate lawyers, and financial planners say they also are flexible estate-planning tools that can have utility beyond education spending…

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