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Month: March 2017

Elyse's new board position with HSBV

Humane Society of Boulder Valley Board of Directors

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Why You Shouldn’t Stick With Your 401(k) Plan’s Default Settings

Writing for U.S. News, Emily Brandon, consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management of Boulder, CO regarding 401(k) Plan automatic enrollment settings.    Automatic enrollment tends to lead to low savings rates and one-size-fits-all investments.   See the full article here:  “Why You Shouldn’t Stick With Your 401(k)…

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Megan Miller Promoted to Chief Investment Officer

Congrats!

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What I’m Reading…

Red Notice

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Helping your clients with their digital legacy

Writing for Napfa Advisor Magazine, Susan Weiner, consulted with wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management of Boulder, CO. This article discusses the importance of including provisions for digital legacies. See the full article here:   Helping your clients with their digital legacy

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Elyse Quoted in WSJ

Elyse Foster, CFP® was quoted in The Wall Street Journal’s article “Advisers to Snap-Hungry Clients: Wait Until After the IPO”

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