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Q2 2023 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is available here: Q2 2023 Newsletter This quarter’s articles: A User Guide to Orion Reports, The Impact of Diversity in the Workplace, and Retirement Readiness– An Interview with Carolyn Rice.

A User Guide to Orion Reports

As we recently made the transition to Orion Advisor Solutions, we thought it would be helpful to provide a User Guide for the Portfolio Performance Reports that are provided periodically. The User Guide outlines and explains the sections throughout the report, detailing the different report components and definitions. Several of the topics covered within the…

The Impact of Diversity in the Workplace

Why is Diversity Important? Looking for a way to boost productivity, improve efficiency, and increase employee retention? Diversity & inclusion might be the answer. It’s more than an initiative. Time and time again, diversity has been shown to have a measurable impact on team performance. In a 2006 study, the impacts of racial diversity on…

Harbor Goes to Topgolf!

The Harbor team had a great time at Topgolf last week! If you have never golfed in the snow, we say give it a swing!

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…

Elyse Foster in Financial Planning: How to Keep Client Data Safe from Hackers

Elyse Foster, CFP® shared ideas with Financial Planning about protecting client data. Harbor Wealth Management specializes in providing comprehensive financial planning and investment management to individuals, families, and small businesses since 1988 from our locations in Boulder and Denver. See the article here.