News

Harbour Trust Newsletter - July 2021

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 IRAs Are Top Tool for Retirement Savings   

Individual retirement accounts are the largest pool of U.S. retirement assets, which totaled $33.1 trillion in Q3 2020. 


 

 

International Investing: Opportunity Overseas?  

 There are a number of things to consider about making gifts to children.  

 

 

International Investing: Opportunity Overseas? 

 U.S. stocks have outperformed foreign stocks over the last decade, but international stocks may be poised for a comeback. 

 

 

A Steady Strategy 

 Dollar-cost averaging may help build your portfolio without being distracted by market volatility. 

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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 2021.

 

 

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 

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