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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