Clear Harbor Asset Management - New York, NY

420 Lexington Ave, Suite 2006
New York, NY 10170

Call Us: (212) 867-7310

Who are we? Achieve your goals What’s New Simplify Your Life

Simplify Your Life. Achieve Your Goals.


Charting a course together to meet your needs and realize your aspirations, Clear Harbor provides wealth management services to individuals, families and organizations.

Understanding your unique story and listening to your perspective helps us provide transparent prudent, and thoughtful advice. Acting in concert with your philosophy to achieve your goals, we partner with you to effectively execute a well crafted wealth management strategy, building and protecting your wealth over the long term.

Helpful Content

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

 

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Surprises

Making the most of surprises is a great reason to work with us.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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