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Helping build your legacy, one asset at a time

At Harbor Summit Financial, we help you identify and coordinate your goals for your work-life, retirement, and legacy, and develop a strategy toward meeting them. We take a holistic view of your personal situation and investments, demystify your options and potential opportunities, and help you construct a customized financial plan.

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How Much Higher Can Treasury Yields Go? | Weekly Market Commentary | December 27, 2021

How Much Higher Can Treasury Yields Go? | Weekly Market Commentary | December 27, 2021

As 2021 comes to a close, LPL Research discusses their year-end 2022 forecast for the 10-year Treasury yield.

Market Outlook for 2022 | Weekly Market Commentary | December 20, 2021

Market Outlook for 2022 | Weekly Market Commentary | December 20, 2021

With the middle of an economic cycle approaching, LPL Research discusses why the chances of another good year for stocks in 2022 are high.

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