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Harbor Wealth Management

Staff Spotlight Interview with Carolyn Rice

As part of our new blog series, we’re doing Staff Spotlights! In this fun interview, we talked with Carolyn Rice who’s been with Harbor since 2001.   What did you want to be growing up? A ballerina What motivates you to wake up and go to work?  In the wintertime, mostly my alarm clock and…

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On our Bookshelf – 100 Things to Know

When I was asked to write a book review, I had to laugh because my reading repertoire of late has been mostly children’s books. My son is 7 and every night we read together.  His favorite books are the 100 Things to Know series about space, earth, science, and oceans.  We’ve read all of them…

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What is Tax-Loss Harvesting?

Tax-loss harvesting is a strategy involving the selling of securities at a loss to offset the amount of capital gains when other securities are sold at a profit. The tax benefits from this strategy not only include taxes saved from offsetting gains and losses; if capital losses exceed capital gains in a given year, the…

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Understanding the Backdoor Roth Strategy and the IRS Pro-Rata Rule

The strategy of a backdoor Roth IRA contribution seems to be coming up more and more in conversations in the media. There are a few key things to know about the process, who is eligible, the IRS pro-rata rule, and how the conversation in Washington DC could impact the strategy. First, for the basics of…

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Our Geothermal Greenhouse

I have always loved to garden. Over the years, despite Colorado’s relatively short and challenging growing season, I developed a love of tropical trees, growing limes and starting plants from seed.  I extend the season and grow large tropical trees by bringing my various plants indoors for the winter.  Several years ago, it became apparent…

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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!  

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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.…

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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,…

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Q4 2021 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is available here  —  Q4 2021 Newsletter This quarter’s articles:  The Importance of Accurate Risk Transfer, Market Update, Saving for the Unexpected, Evaluating your Homeowners Coverage, Audiogram – Tips on making a Home Inventory, and much more. Take a look!  👀 Do you have any suggestions for future newsletter…

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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…

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