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
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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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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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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