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.

April 20, 2023

Harbour Trust welcomes a new Senior Trust Officer to the team

As a Senior Trust Officer, Chad brings seven years of experience in the financial service industry to the team. Chad received his Bachelor of Arts degree from the University of Notre Dame in 2008. He then attended the accelerated program

April 17, 2023

Harbour Trust Newsletter – April 2023

IRS Audit Rates Over Time IRS audit rates on income tax returns have fallen since 2010, a pattern that could reverse as the agency ramps up enforcement.

March 16, 2023

Harbour Trust Newsletter – March 2023

Where Does Your Income Fit? More than half of U.S. taxpayers showed relatively low income in tax year 2021, with a small percentage in high income brackets.

March 16, 2023

Silicon Valley Bank Announcement

The recent bank failure announcements from Silicon Valley Bank (SVB) have raised security questions concerning FDIC deposit insurance. Attached is an article about deposit insurance and other types of insurance for banking and credit union accounts. Additionally, we provide a

January 25, 2023

Harbour Trust welcomes new members of their Tax and Trust teams

Harbour Trust & Investment Management Company is pleased to announce the recent additions of Steven Skalka and Matthew Hollander. As the Senior Vice President and Chief Fiduciary Officer of Counsel, Steve brings 20 years of financial services industry experience to

January 19, 2023

NWI AND U.S. ECONOMY

50% Chance of a Recession in 2023 Steve Skalka. Steve Skalka, chief fiduciary officer with Harbour Trust Investment Management Company, delivered a rapid-fire overview of equity, inflation, and economic data. “Are we in a recession? That’s what we hear over and

January 17, 2023

Harbour Trust Newsletter – January 2023

Retirement Age Expectations vs. Reality Do your expectations for retirement age reflect the reality of today's retirees?

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