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Harbour Trust Newsletter - July 2024

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Financial Regrets

In 2023, the United States bought more goods from Mexico than China for the first time since 2002.


 

 

 

 

Mixing It Us: Asset Allocation and Diversification

It's easy to lose sight of fundamental strategies as you track the performance of specific securities or the dollar value of your investments.

 

 

 

Watch for These Hazards on the Road to Retirement

On your journey to retirement, it's important to stay focused — and be aware of a few key risks that could throw you off course.

 

After the Loss of a Loved One, Watch Out for Scams

Unfortunately, scam artists often prey on individuals grieving after the loss of a loved one.

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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 2024.

 
 
 
 

 

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