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.
The Strategic and Tactical Asset Allocation Committee maintains its overweight equities recommendation relative to bonds.
With midterms elections coming up, LPL Research looks at why the stock market may respond favorably to the midterm election.
Have a question? Our investment advisors would be happy to answer any questions you have about your financial situation.