News

Harbour Trust Newsletter - September 2022

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 How Are 401(k) Plan Participants Investing Their Money?  

Target Date/Lifestyle Funds were the most popular 401(k) investment choice in 2020. Here's a breakdown of where participants put their money. 


 

 

How Much Life Insurance Do You Need?

 Your life insurance needs usually change with time and circumstances, so you should review your insurance coverage periodically. 

 

 

Passive, Active, or Both?

 Passive index funds and actively managed funds may each play a role in a well-diversified portfolio.

 

 

Building Financial Resilience

 You can take steps to build the financial resilience you need to help you handle turbulent times and hopefully emerge even stronger. 

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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 2022.

 

 

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 

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Security

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Our Location

1024 N Karwick Road
Michigan City, Indiana 46360
Business: 219.877.3500
Toll Free: 888.649.8969
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