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Harbor Wealth Management

Cybersecurity Event at Harbor

Phishing schemes, foreign hackers, spam emails – we hear about these threats on a regular basis, and it is important that we learn how to protect ourselves with our email and online or with social media.  Harbor Wealth Management recently hosted a small group meeting for our clients on Cybersecurity with Kyle Moore from Live…

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Retirees Need Emergency Funds Too

Writing for Kiplinger, Mary Kane consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management regarding emergency funds for retirees. You may think of an emergency fund as the cash stash to keep when you are working, with employees typically advised to save six months’ worth of living expenses in the…

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Protecting Yourself With a Fiduciary Planner

Great infographic from the National Association of Personal Financial Advisors (NAPFA) about a FIDUCIARY and why it’s important.  See the original link here. Harbor Wealth Management is a Registered Investment Advisor (RIA) and are held to a fiduciary standard of care at all times.  We will always act in the best interest of our clients.…

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Harbor Welcomes Emily Lucero

We are happy to announce that Emily Lucero has joined Harbor Wealth Management’s team as a Client Service Manager.  She is responsible for providing overall client service, account maintenance, and financial planning updates. Prior to joining Harbor, Emily worked at Raymond James for two years as an investment advisor.  She holds the designation of Chartered…

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Amalfi, Italy

Whenever my husband and I talk about where we’d like to go for an extended vacation if life events aligned, Amalfi, Italy is always at the top of our list.   While we’ve been there twice in the last several years, we’d go back tomorrow if we could. Most visitors to the Amalfi Coast stay in…

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Q1 2019 Harbor Newsletter

Harbor Wealth Management’s most recent newsletter is now available – Harbor Q12019 Please contact us with any topics you would like to see in future issues.

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Throwback Thursday

Meeting Sir John Templeton at the Lyford Key Club was an honor.  His pioneering work in mutual funds and global investing is legendary.  We follow his investment philosophy to this day.

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Income-Based Fees Make a “Comeback”

Writing for WealthManagement.com, Samuel Steinberger consulted with several veteran advisors including Elyse Foster, CFP® of Harbor Wealth Management.    When three-time Olympic medalist and financial advisor Lauryn Williams opened her Dallas-based firm, Worth Winning LLC, she gave a lot of thought to how she was going to charge clients. Her niche is athletes and young…

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Furry Friends – Harley!

The Harbor staff is doing a blog series about the furry friends in our lives. My Name:  Harley Age/Breed:  11 months/Yellow Lab Who I live with:  Barrett and Elyse, kitties MC and Max How I came to be with my family:  They lost all control upon meeting me and brought me home What I like to…

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Including Digital Assets in Your Estate Planning

Published February 7, 2019 Investopedia Congratulations! You have drafted a will and filled out answers to questions regarding who assists you if you are unable to make financial and medical decisions for yourself. You may have even completed a living will and the more advanced medical directives. Are you finished? I’m afraid not. Planning for digital assets has become an important addition…

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