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I had a plan… What now?

“We start by ‘setting the course’, we succeed by ‘staying the course’” – Carece Slaughter If you received the January 2017 newsletter “What can investors expect in 2017” written by Sean Quigley CFP® (Senior Wealth Planner) you will remember that we all had higher hopes for 2016 than what materialised. Many unexpected things happened (Trump being elected […]

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“Why?”

Earlier this year the entire Harbour Wealth team held a strategic planning session for 2017 and beyond. We also spent a lot of time discussing the markets at our Investment Committee meeting where we received detailed feedback, attribution analysis and historic reporting on our investment strategies. It was extremely pleasing for all involved to view […]

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Effective Annual Cost

“Never invest in an Investment you can’t understand.” and “Beware of Geeks bearing formulas.” Warren Buffett Harbour Wealth clients may have already noticed a new acronym floating around the financial services space – EAC! At first glance it may look like another convoluted formula, designed to pull the wool over our eyes. It is, however, anything […]

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