News

January 16, 2024

Harbour Trust Newsletter – January 2024

     Economy Staying Strong U.S. GDP has grown steadily since a drop into negative territory in early 2022.
December 22, 2023

Harbour Trust Newsletter – December 2023

     How Much Income Does Social Security Replace?  Social Security can play an important role in funding retirement, but it was never intended to be the only source of retirement income. 
November 30, 2023

Harbour Trust Investment welcomes new Investment Securities Trader

Ryan brings cutting-edge knowledge and enthusiasm to his role, having recently graduated from the University of Wisconsin-Whitewater with a Bachelor of Business Administration (BBA) in Finance, with a specialization in investments. During his academic journey, Ryan actively participated in the
November 15, 2023

Harbour Trust Newsletter – Nov 2023

     Then and Now Twenty years ago, how different were mortgage interest rates, the unemployment rates, and other financial measures? 
October 16, 2023

Harbour Trust Newsletter – Oct 2023

     Uneven Jobs Recovery The U.S. employment picture has bounced back strong from the pandemic recession, but jobs have shifted among industries. 
October 5, 2023

Harbour Trust Investment welcomes new Project Manager

    With an impressive 47-year career in the Financial Service Industry, Debbie Rollo joined Harbour Trust Investment Management Company in September 2023, marking a pivotal moment in her distinguished journey.   Debbie’s extensive banking experience, primarily in the trust and
June 15, 2023

Harbour Trust Newsletter – June 2023

     Anxious About Your Finances? Older Americans are less anxious about personal finances than younger people. 
June 5, 2023

Harbour Trust Investment Management Company Celebrates Stephanie Oberlie’s 25 Years of Dedication and Excellence

Stephanie joined Harbour Trust Investment Management Company in 1999 as the seventh employee and quickly established herself as an indispensable team member. Over the years, she has helped the company grow tremendously. “The growth of the company is extraordinary. We
May 17, 2023

Harbour Trust Newsletter – May 2023

     Reasons to Roll A rollover can give you more control over your retirement savings. 
Ready to plan with confidence?
Contact our team today.