It’s time for a better model.
Get full-service financial planning and personalized investment management directly from your own fee-only, independent wealth manager.
Money is intensely personal…shouldn’t your financial planning be, too? At many wealth management firms, it’s anything but:
At HarborLight Investments, we left our jobs on Wall Street because we were tired of the focus on corporate profits. We wanted to put our financial knowledge to work for people like you.
We provide full-service investment management and individualized financial planning, all for one simple fee.
Since late March, the stock market has recovered almost all the losses for the year. It is more impressive than other recoveries we have seen in recent years, because when you look at economic data, there is really no reason for such a strong rally. It is true that the outlook is better than it was in March, but the level of uncertainty is still quite high.Read This Article >
It’s the first day of fall, and even though our family lives in California my mind still wanders to Burlington, Vermont at this time of year. For four incredible years I was a student at the University of Vermont studying finance. I learned a lot during those years, but it wasn’t until I had kids of my own that I really put in the time to wrap my head around paying for that magical college experience.Read This Article >
In December, we wrote about the yield curve and tariffs, and today the same topics are still in the financial headlines. At that time, we showed a chart of the yield curve and how it was ever so slightly inverted. Since then it has changed significantly, and we now have more evidence that the global economy could be on the verge of a recession.Read This Article >