HarborLight Insights

We’re here to keep you up to date on topics and issues that impact you and your finances. We write about topics based on what we are seeing and reading as well as questions that our clients ask us.

The Rising Cost of Getting Ahead

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.
latest posts
August 16, 2019

Economic Update: Interest Rates and Manufacturing

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.

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July 12, 2019

Rent vs. Own a Home: How do you decide?

Today we are writing about a personal finance topic that comes up regularly in various forms. Should we continue to rent or should we buy? When will the housing market come down? It’s so expensive!

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June 12, 2019

A Personal Trainer for Your Financial Health

There are many similarities between maintaining financial health and physical fitness. Both take work and consistency to maintain and it’s important to follow a plan. Some people are quite good at keeping physically fit and just include going to the gym or exercising as part of their daily routine.

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May 29, 2019

Our New Website is Live!

We recently updated our website to better reflect what we do for our clients. While the old site worked, it didn’t clearly explain our core services or allow potential clients to understand who we are and how we can serve them.

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December 7, 2018

Fall Update: Tariffs and The Yield Curve

This year has not been so good for financial markets with the best performing asset class being large cap U.S. equities which are essentially flat for the year (as of December 6th).

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April 20, 2018

Tempted to time the market?

The debate on whether investors can successfully time the market is fascinating.

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Jason Draut, CFP®
2081 Center St
Berkeley, CA 94704
Chris Sheehy, CFP®
101 Cooper St
Santa Cruz, CA 95060
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