Harbour Trust Investment Management Company

06/16/2026

Tax efficiency remains a top priority for many investors. Strategies like asset location, tax loss harvesting, charitable giving, and long term planning can help reduce the drag taxes place on overall wealth.

While every situation is unique, staying informed about tax related rules and opportunities is a smart step toward long term financial stewardship.

Talk to your tax professional and wealth advisor today!
https://www.harbourtrust.com/

*Statements regarding tax benefits do not constitute formal tax advice.

06/15/2026

Your Weekly Market Update from Harbour Trust

See key market data for the week ending June 12, 2026.

06/15/2026

After saving for decades, you might find yourself spending modestly in retirement—so modestly, in fact, that you'll end up having enough funds to leave money to your heirs. Starting early and maximizing tax-advantaged accounts are key strategies for building retirement savings.

06/12/2026

Your Weekly Market Update from Harbour Trust

See key market data for the week ending June 5, 2026.

06/08/2026

Interest rates continue to be one of the most searched financial topics, and for good reason.

Changes in interest rates influence borrowing costs, business investment, and the valuation of everything from bonds to real estate. Understanding the rate environment can help investors interpret broader economic conditions and market behavior.

To see how the current rate environment impacts your financial goals, make an appointment today!

Harbour Trust is a dedicated fiduciary specializing in customizing financial plans for asset growth, offering IRA, investment management, trust administration, and strategic asset allocation services. Start building your prosperous future with us today.

05/25/2026

This Memorial Day, we remember and honor the brave men and women who made the ultimate sacrifice for our country. We are grateful for their service and dedication ❤️

04/30/2026

Starting a financial plan can feel intimidating—but it doesn’t have to be. Many people worry they’re “too late,” don’t have enough saved, or think their finances need to be perfect before they begin. In fact, many of our clients felt the same way before getting started.

The reality is that a financial plan is simply a starting point. It helps you understand where you are today and where you want to go.

You don’t need to have everything figured out to begin—that’s exactly what a plan is for. If you’ve been thinking about putting one in place, we would love to talk to you and welcome the opportunity to help.

Call 219.877.3500 or visit harbourtrust.com.

04/26/2026

Independence allows us to stay focused on what matters most: our clients. As an independent trust company, Harbour Trust isn’t tied to proprietary products, sales quotas, or outside shareholders. Our only priority is doing what’s best for the families we serve.

Our fiduciary responsibility guides every recommendation. Independence gives our clients clear advantages: unbiased advice, broader investment flexibility, long term continuity, and decisions made locally by professionals who know their client’s goals.

Discover the Harbour difference at harbourtrust.com.

04/22/2026

The greatest compliment we can receive is a referral, which is why we are proud to say that 90% of our business comes from referrals.

Our firm continues to grow because clients trust us enough to introduce us to the people they care about—friends, family members, and colleagues who may also benefit from thoughtful financial guidance.

If you know someone who could use a second opinion on their investments or help building a financial plan, we would truly appreciate the introduction. We’re always happy to have a conversation and see if we can help.
Thank you for the continued trust you place in us.

04/17/2026

A Great Financial Plan Includes All of These Team Members

Someone’s Financial team usually includes several professionals who each handle a different part of the financial picture. Common members include:

1. Financial Advisor / Wealth Manager – The main point of contact. They help set financial goals, build the overall strategy, and coordinate the rest of the team.
2. Portfolio Manager / Investment Manager – Responsible for selecting investments, managing portfolios, and adjusting allocations based on market conditions and client objectives.
3. Financial Planner – Focuses on long-term planning such as retirement projections, cash-flow planning, education funding, and major life goals.
4. Tax Professional (CPA or Tax Advisor) – Helps structure investments and withdrawals in a tax-efficient way and assists with tax planning strategies.
5. Estate Planning Attorney – Handles wills, trusts, and other legal structures to ensure assets transfer according to the client’s wishes.

Let Harbour Trust be a member of your team. Call 219.877.3500 or visit harbourtrust.com.