Client Messages

What We Are Watching this Winter: Dumb Money

‘Dumb Money’ on Netflix is worth a watch this winter. Memorable Wall Street films often serve as reflective mirrors of prevailing sentiments about finance. At the heart of "Wall Street," Gordon Gekko's blind greed encapsulated the ethos of the late '80s. "Margin...

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2023 Year-End Tax and Estate Planning Tips

Greetings from Harbour Capital Advisors, Let me start this year-end letter by noting that 2023 has been a relatively uneventful year for individual income tax and estate tax laws. Ironically, the current divisiveness in Congress has led to relative stability in the...

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Responsibilities of a Trustee

Many of our clients use trusts as part of their estate and wealth planning. The role of trustee is central to all trusts but may not always be well understood, especially in the context of family trusts. Whether you are  (1) setting up a trust and trying to identify...

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