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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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Three Things That Worry Us | Weekly Market Commentary | June 28, 2021

Three Things That Worry Us | Weekly Market Commentary | June 28, 2021

LPL Research explores three things that worry us—and could make the market more susceptible to a pullback as we enter the second half of 2021.

Inflation And What the Fed Is Saying | Weekly Market Commentary | June 21, 2021

Inflation And What the Fed Is Saying | Weekly Market Commentary | June 21, 2021

Inflation seems to be on the rise, but LPL Research believes there are good reasons to think it will be transitory.

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