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Investments

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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Announcing ESG Portfolios!

ESG (Environmental, Social and Governance) portfolios

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Due Diligence Needed in Socially Responsible Investing

Socially responsible investing

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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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Fiduciary 101

Who, what and how to find a fiduciary?

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Investing Long Term? Don't Overlook the Inflation Factor!

Inflation can eat away at your savings. This report explains how you can defend against inflation.

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Tax Loss Harvesting

Tax harvesting is a term that is frequently used around the end of the year.

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529 Account Qualified Withdrawals

What exactly are “qualified” expenses?

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The Value of Cash in Portfolios

There are many benefits to having cash in your portfolio

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Timeshares: A Toxic Asset?

Do you own a timeshare?

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