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.

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.
latest posts
April 20, 2018

Tempted to time the market?

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

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December 20, 2017

Compare Your Taxes Under the New GOP Bill

As the final votes in the House and Senate are taking place today, we are busy crunching the numbers for how this will impact individuals and families.

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November 30, 2017

GOP Tax Reform: How Will It Impact You?

There has been a lot of discussion about tax reform lately with the House having passed their tax reform bill in mid-November and now the Senate is set to vote this week on a similar bill.

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October 23, 2017

Demographics, Elephants and the Stock Market

Market commentators propose plenty of reasons for why the S&P 500 continues to make new all-time highs. There are three basics concepts that get repeated in various forms.

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October 18, 2017

Fall 2017 Client Update

First off, we are revamping our website and these updates along with other posts are going on our blog going forward.

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June 29, 2017

Summer 2017 Client Update

As we move into summer with school out and vacation season upon us, we want to update you with the news from HarborLight Investments.

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Jason Draut, CFP®
516 El Cerrito Plaza
El Cerrito, CA 94530
Chris Sheehy, CFP®
180 7th Ave Suite 204
Santa Cruz, CA 95062
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