Our New Website is Live!

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We recently launched a new website that better reflects what we do for our clients. While the old site worked, we wanted to clearly explain our core services and allow potential clients to understand who we are and how we can serve them. We’ve added some case studies on the Who We Help page where we give examples of hypothetical clients and describe their struggles and how we help them. The main theme in all of these is that we listen and focus on what’s best for our clients. This isn’t just about investments but reaches to any decisions our clients make that affect their financial lives.

Another key addition to the site is a page dedicated to explaining Why We're Different. Most financial advisors are salespeople who work for Wall Street. They’ve got a product they are selling and it’s the “perfect” solution to everyone’s problem. We left our jobs on Wall Street because we wanted to help people navigate all the things Wall Street makes confusing, both intentionally and unintentionally. We also want to help people have more enjoyable lives with less stress from money related matters. We don’t have any ties to any product, and we don’t get paid for selling anything. We’re service providers and we work for our clients. That’s notably different from the Wall Street sales model.

The site also highlights some of the tools we have access to that can make our clients’ lives easier. We’ve researched and found some of the best online resources to make our clients’ lives better by simplifying things that can be complicated. These include our online financial planning software, a risk analysis tool, and a life stages assessment tool which helps us understand our clients’ lives better.

Our new site really does a good job explaining who we are, what we do, who we serve, and why we’re different. We really like the new look and feel of the site, too. So take a look and let us know what you think!

latest posts
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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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