News

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?
December 15, 2022

Harbour Trust Newsletter – December 2022

     What's Causing the Consumer Blues?   The index of Consumer Sentiment, a closely watched economic indicator, fell to an all-time low in June 2022 before starting to improve in the second half of the year. 
August 30, 2022

Harbour Trust & Investment Management Company celebrates their 25th anniversary

  Harbour Trust & Investment Management Company celebrated its 25th anniversary on August 14th, 2022. Harbour Trust has had the privilege of serving its clients from across the country in the community they love for 25 years.
Ready to plan with confidence?
Contact our team today.