Harbour Trust Newsletter – December 2025

 

How the Stock Market’s Rally Can Keep Going in 2026 – and Where to Invest

The economy is looking resilient and there are bargains below the AI surface. Where to invest in…


 

  

Don’t Overlook These Little-Known Ways to Cut Your 2025 Taxes

The megabill offers many ways other than SALT deductions and charitable donations to lower your…

 

 

 

 

 

 

The four ‘O’s that shape a bubble

History shows that there is no exact point at which a bubble bursts under its own weight.



 

 

 

As New Year’s Approaches, More Americans Prioritize Financial Goals, Fidelity Says.

People are stressed about finances – more so than in recent years. But that stress is translating…

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  IMPORTANT DISCLOSURES


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual’s personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of IN. No offers may be made or accepted from any resident outside the specific states referenced.

 

Prepared by Broadridge Advisor Solutions Copyright 2024.

 
 
 
 

 

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