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Blog2020-10-28T14:48:47+00:00

We Recognize Veterans Day by Helping Veterans In Need

By |November 11th, 2020|Categories: Family, Philanthropy|Tags: , |

Please join us in recognizing Veterans Day by helping our veterans in need. Your generous donation will help veterans through the Wounded

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You Need a Cohesive Wealth Management Team

By |November 9th, 2020|Categories: Financial Planning, Professional Advisors|Tags: , |

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your

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How Do You Think the Presidential Election Will Impact Your Business in Real Estate?

By |November 6th, 2020|Categories: 1031 Exchanges, Asset Protection, Business Tips, Real Estate, Tax Planning|Tags: , , , , |

Today is November 6, 2020, three days post-Election Day. Like all of you, we anxiously wait as the results continue to be

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Best Practices for Successfully Working from Home

By |October 22nd, 2020|Categories: Business Tips, Lifestyle|Tags: , |

The number of at-home workers has skyrocketed this year as the novel Corona Virus caused companies across the country to temporarily lock

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Choosing an Executor for Your Estate

By |September 21st, 2020|Categories: Asset Protection, Estate Planning, Financial Planning, Wealth, Wills and Trusts|Tags: , , , , |

Here’s an uncomfortable truth you need to accept. Someday-hopefully in the very distant future-you are going to die. The good news: You

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Five Big Mistakes Executors Make…and How to Avoid Them

By |July 28th, 2020|Categories: Asset Protection, Estate Planning, Family|Tags: , , , |

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows

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Smart Ways to Take Control of a Trust

By |July 28th, 2020|Categories: Asset Protection, Irrevocable Trusts, Wills and Trusts|Tags: , , |

Many successful families use Trust’s to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set-up

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The Importance of Personal Umbrella Policies

By |July 14th, 2020|Categories: Asset Protection, Family, Insurance, Wealth|Tags: , , , |

What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others?

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Three Questions to Answer Before You Purchase Life Insurance

By |July 14th, 2020|Categories: Family, Financial Planning, Insurance, Tax Planning, Wealth|Tags: , , , , |

Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many

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Preparing Heirs for Their Inheritance

By |July 13th, 2020|Categories: Asset Protection, Family, Wealth|Tags: , , |

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can

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Don’t Leap Before You Look! The Powerful Benefits of Thoughtful Action

By |July 6th, 2020|Categories: Business Tips, Lifestyle, Psychology, Wealth|Tags: , , , |

When people are confronted with adversity, opportunity or both, they often react quickly-with the intention of dealing with the situation rapidly and

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Want to Promote Family Entrepreneurship? Consider a Family Bank

By |July 6th, 2020|Categories: Asset Protection, Family, Tax Planning, Wealth|Tags: , , , |

A key objective among many single-family offices serving Super Rich families (those with a net-worth of at least $500 Million) is to

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Why You Need a ‘Business Plan’ for Your Family

By |July 6th, 2020|Categories: Business Tips, Family|Tags: , |

When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are,

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How to Help Parents and Yourself Live Better at 80, 90 and Beyond

By |July 1st, 2020|Categories: Health, Lifestyle, Professional Advisors|Tags: , , |

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as

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The Importance of Family Governance

By |June 30th, 2020|Categories: Family, Professional Advisors, Wealth|Tags: , , |

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built

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The Four Types of Financial Advisors

By |June 24th, 2020|Categories: Financial Planning, Investments, Professional Advisors, Wealth|Tags: , , , |

Which one should you work with? We find that, by and large, people seeking financial advice, know how to look for a

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The Importance of Stress Testing Your Wealth Strategies

By |June 17th, 2020|Categories: Insurance, Investments, Professional Advisors, Wealth|Tags: , , , |

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to

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Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business

By |March 12th, 2020|Categories: Uncategorized|Tags: , , |

Three 'Spy Secrets' That Can Protect You, Your Family and Your Business Imagine yourself in a vintage tuxedo, sipping

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The Super Rich Stress Test Their Financial Plans-and So Should You!

By |March 12th, 2020|Categories: Uncategorized|Tags: , , , , |

The Super Rich Stress Test Their Financial Plans-and So Should You! The Super Rich (those with a net worth

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Elite Wealth Planning What it is and why it matters

By |March 12th, 2020|Categories: Uncategorized|Tags: , , , , , , , |

Elite Wealth Planning What it is and why it matters Elite wealth planning often plays a key role in

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Four Ways the Super Rich Manage Their Wealth

By |March 12th, 2020|Categories: Uncategorized|Tags: , , , , , |

Four Ways the Super Rich Manage Their Wealth The self-made Super Rich-people with a net worth of at least

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The Super Rich’s Three Big Fears-and How They Work to Overcome Them

By |March 12th, 2020|Categories: Uncategorized|Tags: , , , |

The Super Rich's Three Big Fears-and How They Work to Overcome Them Significant wealth can reduce many of life's

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This commentary on this website reflects the personal opinions, viewpoints and analyses of the Safe Harbor Asset Management, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Safe Harbor Asset Management, Inc. or performance returns of any Safe Harbor Asset Management, Inc.’s Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Safe Harbor Asset Management, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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