
Click here to take the survey: https://forms.office.com/r/vXGYFfhjXj
Please join us in welcoming Valerie Miller to the Harbour family! Val and her team are located in Edmonds, WA and come to us from Osaic.
Please join us in welcoming Carina Moreland to the Harbour family! Carina and her team come to us from LPL and are located in Stoughton, WI
Tuesday, June 2nd in Minnesota: https://forms.office.com/r/HJCpRQ6VqW
Tuesday, June 16th in Madison: https://forms.office.com/r/WYFgass4yQ
Tuesday, June 30th in Green Bay: https://forms.office.com/r/jCDaxTtPLG
Tuesday, July 28th in Michigan: https://forms.office.com/r/QV6fMytaTB
We are exploring several optional pre- and post-cruise land extensions for those who would like to extend their trip before or after the June 26 – July 3, 2027 cruise.
Please review the below PDFs for full itineraries and details, and submit your interest using the survey by Friday, March 20, 2026. This will help us determine participation levels, secure hotel space, and finalize pricing. Some extensions require a minimum number of participants to move forward.
All land extensions include 4–5 star hotels, two pieces of luggage per person, and two drinks included with each meal. Flights are not included, and pricing will be in addition to the cruise cabin cost.
Survey Link – please express interest by Friday, March 20th.
Pre & Post Cruise Options – Full Details
Pre & Post Cruise Options – 1 Pager
Black Diamond access is now available for all Harbour advisors and support teams. Login invitations were emailed Thursday afternoon from “Harbour Investments, Inc.” (noreply@bdreporting.com) and include a personalized link (expires in seven days; new invitations can be issued if needed).
After logging in, please review the training resources within Black Diamond and visit the Harbour website under Training & Resources → Black Diamond for onboarding guidance, pricing, integrations, and FAQs. Town hall–style training sessions will be announced soon.
Please note that full historical data from Morningstar Office is still being imported. We’ll provide updates once the process is complete.
For questions, contact the Harbour Home Office or email blackdiamond@harbourinv.com.
Just 5 cabins remain for the 2027 Avalon Waterways Danube Dreams Cruise, sailing June 26–July 3, 2027.
You’ll fly into Munich and return home from Budapest. Additional itinerary details can be found on Avalon Waterways’ website here:
https://www.avalonwaterways.com/river-cruise/danube-dreams-eastbound/wdb/?season=2027
Click here to express your interest and reserve a room:
https://forms.office.com/r/icHE0F5ZYP
Please join us in welcoming John D’Amelio to the Harbour family! John will be joining the wonderful team at Koenig Financial Group in Edmonds, WA. He comes to us from Greystone Financial.
As we plan our Tuesday Support Staff calls for 2026, we’d love to hear your feedback. Your input will help us shape future topics and ensure these sessions are useful, relevant, and supportive of your day-to-day work.
Please take a few minutes to complete the short survey linked below. We’re especially interested in hearing what topics you’d like to see covered, areas where deeper training would be helpful, and any ideas you have for future calls.
General topics: https://forms.office.com/r/q4BKJXRjFF
Reports: https://forms.office.com/r/yVRrkaTqN0
We’re excited to partner with Hekab Be for Harbour’s 2026 Annual Awards Trip charitable giving initiative. Nick and Harbour will match the first $7,500 raised—so your donation will double its impact.
Hekab Be Biblioteca & Activity Center is located in Akumal. The name “Hekab Be,” meaning Open Road in Mayan, reflects their mission to create open pathways for learning, discovery, and brighter futures.
Hekab Be offers free after-school and summer programs for local children, with instruction in English, music, art, Maya culture and language, natural science, physical education, math, and environmental education. Their goal is to keep children engaged in learning while exposing them to new opportunities and encouraging them to stay in school.
The organization does not receive local, state, or government funding and relies entirely on donations. Your contribution will help cover the annual salary of one of their valued teachers.
Donations may be made via credit card, donor-advised funds, PayPal, Zelle, wire transfer, or check. Click here to learn more and to donate.