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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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Which Region Will Get the Gold in 2022? | Weekly Market Commentary | February 7, 2022

Which Region Will Get the Gold in 2022? | Weekly Market Commentary | February 7, 2022

To see which regional market might come out on top in 2022, LPL Research takes a look at global fundamentals, valuations…

Global Portfolio Strategy | February 3, 2022

Global Portfolio Strategy | February 3, 2022

LPL Research continues to believe that tactical investors should tilt portfolios in favor of stocks over bonds relative to their respective targets.

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