Skip to main content
Clear Harbor Wealth Management
menu
  • Home
  • About
  • Resources
    • Blog
    • Read Our Book
  • Client Login
  • Book a Meeting

Blog

“Small Steps, Big Gains: A Practical Guide to Building and Maintaining Your Credit Score”
Dustin Terry | Jan 14, 2025

“Small Steps, Big Gains: A Practical Guide to Building and Maintaining Your Credit Score”

This week’s insight lends a different perspective on building and maintaining your credit score.

The new year is of course fraught with attempts (some full-bore

Read More
Where’s Santa? Stocks End 2024 on a Whimper. Looking Forward to a Strong 2025
Dustin Terry | Jan 2, 2025

Where’s Santa? Stocks End 2024 on a Whimper. Looking Forward to a Strong 2025

Business
Investing
  • December was a tough month for most areas of the market amid returning inflation jitters
  • The S&P 500 dipped to close out the year, but strength in the Mag 7 kept
Read More
January Tax Tips: Setting Your Small Business Up for Success in 2025
Dustin Terry | Dec 31, 2024

January Tax Tips: Setting Your Small Business Up for Success in 2025

Business
Planning
Taxes

This week’s insight rings in the new year with a glass full of tax talk. We’ll try not to party too hard.

Small business owners aren’t so much concerned about

Read More
Navigating Employee Stock Ownership Plans (ESOPs): A Guide for Small Business Owners
Dustin Terry | Dec 24, 2024

Navigating Employee Stock Ownership Plans (ESOPs): A Guide for Small Business Owners

Business
Planning
Taxes
  • An ESOP is a retirement plan that puts ownership in the hands of workers, offering tax advantages and a succession opportunity for the owner
  • While the initial
Read More
Chasing Efficiency: Can the DOGE Bros Fix America’s Fiscal Woes?
Dustin Terry | Dec 17, 2024

Chasing Efficiency: Can the DOGE Bros Fix America’s Fiscal Woes?

Planning

This week’s insight is all about the DOGE Bros.

The average US federal budget deficit (as a percent of GDP) has grown under the first term of each president so

Read More
Joy to the Investment World: Stocks Hit New Highs Ahead of Christmas
Dustin Terry | Dec 10, 2024

Joy to the Investment World: Stocks Hit New Highs Ahead of Christmas

Investing
Planning
  • The S&P 500 and Nasdaq closed at record levels last week
  • Interest rates have dipped as Trump’s cabinet takes shape
  • Huge retail sales numbers and strong corporate
Read More
Bitcoin’s Meteoric Rise
Dustin Terry | Dec 3, 2024

Bitcoin’s Meteoric Rise

Investing
Planning

This week’s insight zooms in on one of 2024’s most popular investments: bitcoin.

The world’s largest crypto asset has been in the news for years on end, but its

Read More
Insurance Strategies for Small Business Owners: Protecting a Company’s Future
Dustin Terry | Nov 26, 2024

Insurance Strategies for Small Business Owners: Protecting a Company’s Future

Business
Planning
  • Learn about the right mix of insurance policies for your business, including safeguarding against emerging risks
  • Sufficient insurance can be a cornerstone of
Read More
Confidence in Tax Rates: New Retirement Plan Contributions Limits for 2025
Dustin Terry | Nov 19, 2024

Confidence in Tax Rates: New Retirement Plan Contributions Limits for 2025

Retirement
Taxes

This week’s insight looks at the new retirement plan contribution limits for 2025 and why you should have a bit more confidence about where tax rates may go.

It

Read More
Stocks Soar Post-Election, Fed Rate Cuts Continue
Dustin Terry | Nov 12, 2024

Stocks Soar Post-Election, Fed Rate Cuts Continue

Investing
  • Investors were relieved by a decisive election outcome and the prospects of lower taxes and regulation under Trump 2.0
  • The Federal Reserve also cut interest
Read More
Inflation’s Hidden Tax Trap: How Unindexed Limits Increase Your 2024 Tax Burden
Dustin Terry | Nov 5, 2024

Inflation’s Hidden Tax Trap: How Unindexed Limits Increase Your 2024 Tax Burden

Taxes

This week’s insight takes aim at how lawmakers sometimes use inflation against taxpayers (imagine that!).

The end of 2024 is in sight. It’s been a great last two

Read More
October 26, 2024: Save on Insurance or Sacrifice Privacy? The Pros and Cons of Letting Insurers Track Your Every Move
Dustin Terry | Oct 29, 2024

October 26, 2024: Save on Insurance or Sacrifice Privacy? The Pros and Cons of Letting Insurers Track Your Every Move

Automotive
Real Estate

This week’s insight is about saving money by allowing insurance companies to spy on you and your family. A scary thought…on the surface.

Technology works wonders

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Current page 6
  • Page 7
  • Next page Next ›
  • Last page Last »

Are you ready for your next steps?

Schedule A Strategy Session Now

 

Location

543 Harbor Blvd. Ste. 501
Destin FL 32541

Contact

Phone: (850) 842-6111

  

Investment advisory services offered through Clear Harbor Wealth Management a registered investment advisor. All views, expressions, and opinions included in this communication are subject to change. Clear Harbor Wealth Management LLC is an independent entities.

Privacy Policy

BrockerCheck

© 2026 Clear Harbor Wealth Management. All rights reserved.