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Harbor Wealth Management

Harbor welcomes Griffin Young

We are happy to announce that Griffin Young has joined Harbor Wealth Management’s team as a Portfolio Analyst.  He is responsible for portfolio and investment research, investment strategy, providing overall client service, and account maintenance. Prior to joining Harbor, Griffin worked at Mercer Advisors for two years as a Portfolio Operations Specialist.  He earned a Master’s…

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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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Harbor Welcomes Aditya Sinha

Aditya Sinha has recently joined Harbor’s team as a Wealth Management Intern. He is a Senior pursuing a Bachelor’s degree in Finance and Information Management from the Leeds School of Business at the University of Colorado and plans to graduate in May 2022. Welcome!

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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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Health Care Costs and the American Rescue Plan

On March 11, 2021 the American Rescue Plan (ARP) was signed into law to offer financial assistance and economic stimulus for those effected by the Covid-19 pandemic.  Some of the many elements of the plan address health care costs for 2021 and 2022.  Following is a summary of some of the health care cost savings…

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Unemployment Fraud and the Pandemic

The rate at which personal information is being used to file fraudulent unemployment benefits has been accelerating in recent years, and the pandemic environment provided the perfect opportunity for bad actors to amplify their effort. In fact, the Labor Department Inspector General estimates that roughly 10% of the federal funding for unemployment during the pandemic…

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Shelton Green Alpha Fund Virtual Event

Harbor Wealth Management hosted a webinar featuring the Shelton Green Alpha Fund on Feb 18th.  Everyone was invited to grab a craft beer and join in on the call with portfolio managers, Jeremy Deems and Garvin Jabusch, as they discussed the philosophy and strategy of the fund.  The Green Alpha Fund just came off 2020…

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Q1 2021 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is available here  —  Harbor Q1 2021 Newsletter This quarter’s articles:  Opportunity Follows Adversity, Market Segment Cyclicality and the Rise of Small Caps, American Rescue Plan Act of 2021, Audiogram – Target Funds and much more. Take a look! What would you like to hear about in upcoming newsletters? …

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American Rescue Plan Act of 2021

The American Rescue Plan Act of 2021 (“Plan”) is an enormous piece of legislation designed to promote economic recovery and provide assistance to millions of Americans who have been impacted by the COVID-19 pandemic.  The Plan has a special focus on fighting poverty with several provisions that help low-income families, people who have lost their…

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