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Q3 2020 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is now available — Harbor Q32020 This quarter we are bringing you articles about the economy, the election, COBRA deadlines, staff spotlights and more. We would love to hear from you. What type of articles would you like to see? Are there any financial planning, life event planning or…

How to Remove Items From Your Credit Report

By Giancarlos Merced, Outreach Specialist, Money.com Credit is an important part of most people’s lives. It lets lenders know how trustworthy you are with borrowing money. This includes everything from a personal loan to a big financial commitment like a home mortgage. Yet, in 2020, a lot of people still have no idea how their…

Staff Spotlight – Emily Lucero

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. Emily Lucero has been with Harbor since April 2019. Read her full bio HERE. What is the most recent downloaded app on your…

Staff Spotlight – Denise Givens

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. Denise Givens has been with Harbor since March 2018. Read her full bio HERE. What is the most recent downloaded app on your…

Cyber Security: Securing Your Data, Your Identity, and Your Finances

There is an increasing number of cyber criminals targeting financial institutions all around the globe, and it seems that cyber security is not talked about often enough to make a difference to those who may be next in line. I spend my days talking with local businesses and organizations discussing all things IT and cyber…

Kennebunkport, Maine

By Denise Givens Maine has been called Vacationland since the 1930’s and with the beautiful mountains, pristine lakes, numerous charming islands, and long coastline, one can see why it has been so popular for many years. As the ocean always soothes my soul, one of our favorite summer vacation spots in Maine is Kennebunkport. This…

Harbor Wealth Management Included in 2020 Top RIA Ranking

For the 11th 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…

Elyse Foster in Barron’s: Older Investors Are Seen as Patient. In Market Downturns, They’re Anything But.

Elyse Foster, CFP® of Harbor Wealth Management in Boulder, CO recently spoke with journalist Neal Templin about older investors reactions to market downturns. August 15, 2020 – Older people have a reputation for being less impulsive. But when it comes to their investments, people at or close to retirement often react more hastily to market…

Throw Back Thursday!

Year 1995, any guesses who this little one is?