Author name: harbour6adminaccount

Many people put off creating or updating their will, regardless of their net worth, often because they don’t want to deal with the uncomfortable issue of death. Consider some ultra-high net worth celebrities who have passed away without a will such as Aretha Franklin, Prince, Amy Winehouse and Bob Marley. Some Millennials (people in their late […]

A challenging feature of the recent financial markets turmoil has been an increase in cross-asset correlation—different asset classes moving largely in tandem. This has been due to a few factors, in particular the market’s overwhelming focus on inflation and central bank policy. But this poses a challenge for investors who wish to diversify their investments, as certain asset

Women are becoming a growing force in philanthropy, transforming how and where wealth is donated. Research shows that about two-thirds of charitable donations are made by women, including those who are single or run the family’s finances, and across both race and ethnicity. More women are joining the ultra-wealthy ranks as well, empowering them to donate to causes close to

If you ask ten investors how they define Opportunistic Credit, you will likely get ten different answers. Typically, the common characteristics include targeting a higher return than traditional credit strategies by employing a more flexible mandate that allows managers to shift to where they see the best risk-adjusted returns. This flexibility is designed to capture

Year-end is usually a time for reflection and an opportunity to review your financial situation and make any adjustments that could put you in a stronger position next year. For many, it could also mean taking advantage of various tax and investing strategies that can keep more money in your pocket. “Ideally, financial planning should

Once used in just a small corner of the investment world, the practice of integrating Environmental, Social, and Governance (ESG) factors into investment decision-making has enjoyed massive growth over the last 30 years. For Harbour Investment Partners, ESG represents a lens through which to view and assess potential investments. “ESG integration is focused on evaluating

For many financial advisors, a client’s wealth management needs go beyond strategies to save and invest. For a growing number, it includes supporting a client’s desire for strategic philanthropic planning. As more generational wealth gets created and transferred in Australia, many advisors are helping Australians give back in ways that are both impactful in their communities