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Monday, December 29, 2025

Harbour News: Thoughtful and Heartfelt Financial AdviceTo start, we want to wish you a Merry Christmas and a Happy New Year, and thank you for being part of our community! Big Announcement: After much contemplation, Ansley has chosen...

Monday, July 7, 2025

This has been one of the most interesting newsletter start-stops ever. Began to write about Israel attacking Iran… before I could finish, US bombed Iran & started writing about that… then the truce… now the new tax bill. You’d be...

Tuesday, March 25, 2025

For Business Owners: This is a quick follow-up to my recent newsletter regarding the on-again/off-again application process for beneficial ownership requirements. As of last Friday, the Financial Crimes Enforcement Network (FinCEN) has...

Sunday, March 16, 2025

It’s been a few months since I’ve written a newsletter, but needless to say, we’ve been busy closely monitoring the many market and geopolitical events unfolding at a rapid pace. In this edition, I’m sharing a few market comments, geopoliti

Thursday, November 7, 2024

4th Quarter Hello all! Well, the market does not like uncertainty. Given that most polls showed a 50/50 split, the markets have handled election uncertainty very well essentially trading where they started in mid-September up until...

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Friday, August 30, 2024

Newsletter Index:1. Building out Harbour Service Capabilities2. Geopolitics3. Summer investing conferences4. Investing5. Webinars6. Matt’s Big-Hearted Moment7. Fun stuff8. Callout-Testimonials Happy Labor Day Weekend! Hello all! It’s...

Tuesday, August 6, 2024

Good afternoon. I had been writing a longer newsletter, but thought I’d get out a quick note on recent volatility. Right now, we’re viewing the type of normal pullback we get nearly every year—we usually get one around 10% even in bull...

Tuesday, July 2, 2024

We invite you to join our upcoming webinar on the SCOTUS Connelly Decision on July 10th at 12 PM ET and its impact on buy-sell agreements. Our speaker will be Bob Finnegan, J.D., CLU, AEP, Vice President of Advanced Planning at M...

Monday, May 13, 2024

Matt’s spring update covers team growth, market insights, cyber risks, and a June webinar on behavioral finance. He remains bullish on equities, shares scheduling improvements, and gives personal updates, including an upcoming Scotland trip

Friday, February 2, 2024

Matt’s February 2024 newsletter covers key tax deadlines, 2024 tax planning, market outlook, and the election. He stresses staying strategic amid tax changes, remaining bullish on equities, and focusing on community over political division.