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
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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March 9, 2017

HarborLight 2017 Q1 Client Update

We are pleased to announce that updated model portfolios are being rolled out across client accounts.

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Jason Draut, CFP®
info@harborlight.investments
2081 Center St
Berkeley, CA 94704
510-558-8272
Chris Sheehy, CFP®
info_sc@harborlight.investments
101 Cooper St
Santa Cruz, CA 95060
831-291-3843
© 2019 HarborLight Investments