Client Messages

2020 End of Year Tax Planning Communication

Greetings from Harbour Capital Advisors, As 2020 draws to a close, it’s clear that none of us had any idea in January what this year would bring. I imagine many are looking forward to a reset in 2021 with hopes of a coronavirus vaccine on the horizon and an eventual...

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Coronavirus Tax Update 4-1-20

Dear Clients: The current coronavirus pandemic has led to abrupt and dramatic changes in the financial world as the government works to create order and stability in this difficult time. We are reaching out now to update you on a few particularly time-sensitive issues...

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Investor Message February 2020

Dear Valued Client: Financial markets have come under pressure as they assess the impact of the coronavirus (COVID-19) outbreak. We wanted to take a moment to share our thoughts on the current market activity, provide perspective on this recent volatility, and invite...

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HCA Client Alert – SECURE Act

The SECURE Act (officially the “Setting Every Community Up for Retirement Enhancement Act of 2019”) was signed into law on December 20, 2019. This law changed a number of retirement-related and other tax provisions. The legislation is very new and there are sure to be...

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We look forward
to hearing from you.

Your story is unlike anyone else's.
Your wealth plan should be too.

Scott B. Wilson, CFA

Portfolio Manager