About Kristin Harad

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So far Kristin Harad has created 3 blog entries.

Second homes: what to consider before you buy

By |2022-03-23T14:21:19-07:00March 19th, 2022|Blog|

Did the pandemic cause a bit of cabin fever?  If so, you’re not alone. Ideas of buying a second home grew in popularity alongside desires for changes in scenery and new work-from-home norms. But like your first home, the purchase of a second deserves its due diligence. That’s because it’s not always a fiscally [Read More]

Inflation’s effect on 2021 retirement contribution limits

By |2020-12-06T14:18:00-08:00December 4th, 2020|Blog, Business Owners, Fiduciary, Institutional, Personal Wealth|

The IRS released the dollar limits for 2021 qualified retirement plan contributions.  For 2021, employees’ and owners’ ability to defer compensation and invest for their future remains about the same as 2020. Because of low inflation, most of the common contribution levels were left unchanged, with defined contribution total dollar amounts (from employee and [Read More]

History lesson: election impact on the stock market

By |2020-10-16T14:55:19-07:00October 15th, 2020|Blog, Investment Management, Personal Wealth, Staying the course|

We’ve written before about uncertainty and the market volatility that often accompanies it, and we have experienced more than our share of both in 2020.  We know that these conditions can be beneficial for long-term investors, though it’s often hard to see this over the short-term.  Now, with the upcoming presidential election, new concerns [Read More]

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