Harbour Wealth Management

10/23/2026

Howard Marks has a message for investors worried about how America's fiscal situation could impact markets: don't dump your stocks.

10/22/2026

Your Weekly Market Update from Harbour Trust

See key market data for the week ending October 16, 2026.

10/21/2026

Taxes can play a bigger role in your financial decisions than you might think. Selling an investment, taking money from a retirement account, or making a large financial move can all have tax consequences.

Taking a little time to think about the tax impact ahead of time can help you avoid surprises later.
Tax planning doesn't have to be complicated. Sometimes it's simply about knowing what to expect before you make a decision.

Have a financial decision coming up? We're happy to talk through the potential tax considerations with you: https://myharbourwealth.com/services/

10/19/2026

One moonshot-taking billionaire had surprisingly conservative investment advice for the masses—stick to index funds.

10/16/2026

The truth is that you don’t need a high income to have a high net worth. Your net worth, simply put, is your assets minus your liabilities—it’s not how much you earn, it’s how much you keep.

10/14/2026

Have you thought about when you'll start Social Security?

For some people, taking Social Security as soon as they're eligible makes sense. For others, waiting may be worth considering. Your decision can depend on your health, income needs, other retirement savings, and how you want your retirement income to look.

There's no one-size-fits-all answer, so it's worth looking at how Social Security fits into the rest of your retirement plan.

If you're getting closer to retirement and have questions about Social Security, we'd be happy to talk. Reach out today: https://myharbourwealth.com/contact/

10/12/2026

Like it or not, we are all betting on AI taking over the economy.

10/10/2026

Your financial life can span multiple accounts, institutions, insurance policies, tax documents, investments, and important estate-planning documents.

Keeping everything organized can make it easier to make informed decisions today, and much easier for your family to navigate your affairs if something unexpected happens. A little organization now can save a lot of confusion later.

Ready to get organized? Contact our team to discuss ways to bring your financial picture together: https://myharbourwealth.com/contact/

10/09/2026

Explore how the Great Wealth Transfer could leave more women inheriting family businesses and the choices and responsibilities that come with ownership.

10/07/2026

Saving for retirement is only part of the equation. Eventually, the question becomes: How will you turn your savings into sustainable income?

Social Security, investment accounts, pensions, taxes, healthcare costs, and spending needs can all play a role in creating a retirement income strategy.

The goal isn't simply to accumulate wealth, it's to create a strategy for using it wisely when the time comes.
Approaching retirement? Contact us to discuss how your savings could translate into a retirement income strategy: https://myharbourwealth.com/services/retirement/