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 Growing Popularity of ESG Investing

As we continue to move out of the pandemic and closer to our new sense of normal life, there is growing concern about the condition of the environment, and an increased interest in taking purposeful action to reverse man-made climate change. All generations of consumers are gravitating towards businesses that make environmentally conscious choices, and this trend is exaggerated in younger folks.
latest posts
June 29, 2020

Summer 2020 Market Update

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.

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September 23, 2019

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.

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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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Jason Draut, CFP®
info@harborlight.investments
516 El Cerrito Plaza
El Cerrito, CA 94530
510-558-8272
Chris Sheehy, CFP®
info_sc@harborlight.investments
180 7th Ave Suite 204
Santa Cruz, CA 95062
831-291-3843
© 2020 HarborLight Investments