The Harvest Times

Explore The Harvest Group’s latest blog posts, expert advice, news, and commentary. Learn more about the features of our innovative blog here.

The Harvest Group's Insight
Whether retirement is 30 years or 3 months from now, Roger Ingwersen shows why it's important to plan ahead. Organizing for retirement will not only help you properly prepare, but also make you more comfortable with your retirement decision. By simplifying your finances, the transition will be much easier to manage.


Article Excerpt:

The time has finally come –you’re getting ready to retire. But before you start thinking about life after retirement, it’s important to plan ahead,

Financial Wellness in the Workplace

The Harvest Group's Insight
Laurie Ingwersen writes that offering financial wellness programs can lead to increased loyalty to the company and less employee turnover. Studies have shown that offering financial wellness programs not only helps ease stress and anxiety for employees, but also leads to increased productivity. Learn more about what such a program might mean for your company.


Article Excerpt:

With the ongoing stress many feel about their finances, employers are starting to take note. Read Laurie Ingweresen's article, Financial Wellness in the Workplace on Money, Inc.

Waltham-Based RIA, The Harvest Group, Launches The Harvest Advisor Group

The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), has launched The Harvest Advisor Group, a dedicated program to help veteran wirehouse financial advisors transition to independence, modernize their practice, earn more net income, plan for the succession of their business, and retire with confidence. Backed by a team of CERTIFIED FINANCIAL PLANNERS™, The Harvest Group offers advisors full transition support that enables them to make the move from wirehouses quickly and efficiently. Specifically, The Harvest Advisor Group offers: A full-service wealth management firm modernizing the advisor practice and enhancing client experience A multi-generational succession plan...

The Harvest Group’s Laurie E. Ingwersen, CFP®, CRPC®, CDFATM, CBC to Lead Boston Chapter of The W Source™

Image of Laurie Ingwersen
Boston, MA, June 4, 2018 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that Laurie E. Ingwersen has been invited to launch and lead the Boston chapter of The W Source™, a nationwide networking group for female professionals. The inaugural lunch meeting of the Boston chapter will be held on July 12th at The Harvest Group’s Waltham office, and moving forward, chapter members will meet on the second Thursday of each month at the same location. Ingwersen commented, “Building a strong referral network is critical for any professional service provider, but I was...

The Harvest Group’s Roger H. Ingwersen, CFP®, CIMA®, CRPC® Named to the Prestigious Forbes Best-In-State Wealth Advisors List

Image of Roger Ingwersen
Boston, MA, May 29, 2018 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that Roger H. Ingwersen, CFP®, CIMA®, CRPC® was named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released February 15, 2018. Roger Ingwersen, CFP®, CIMA®, CRPC® is the Founder of The Harvest Group Wealth Management, LLC, and serves as a Managing Partner and Senior Wealth Management Advisor. For over four decades, he has specialized in meeting the unique financial needs of the affluent investor. In 2016, Roger left...

For many high-octane professionals, retirement is not an option – The Boston Globe

By Robert Weisman GLOBE STAFF  MAY 02, 2018 Jim Roosevelt stepped down as Tufts Health Plan’s chief executive when he was 70, about five years beyond what people used to think of as the traditional retirement age. Two-and-a-half years later, his schedule looks nothing like that of an easygoing retiree. Roosevelt, now 72, has resumed practicing law, as a health care attorney for Verrill Dana. He consults for Tufts on strategy and public affairs. Read more, including a quote from Roger Ingwersen, Managing Partner, Founder and Senior Wealth Management Advisor of The Harvest Group.

Top 5 Questions Financial Advisors Should Ask Their Family Business Clients

Laurie Ingwersen
The Harvest Group's Insight

For many financial advisors, the stakes seem higher when the client is a family-owned business. Laurie Ingwersen shares her insights on what advisors should keep in mind when working with family businesses, including the need to understand the fundamentals of the business within the context of underlying family dynamics. Read more on Financial Advisor.


Article Excerpt:

For many financial advisors, the stakes seem higher when the client is a family-owned business. Not only do these advisors need to understand the fundamentals of the business itself and the family’s vision for its future, but they also need to work within the context of the underlying—often complicated and sometimes messy—family dynamics.

Important Considerations When Working with Family Businesses

The Harvest Group's Insight

Each family business is unique in terms of the level of involvement of various family members and overall family dynamics. Understanding the fundamentals of the business itself, as well as the family's vision for its future, are both important variables. Learn more in Laurie Ingwersen's article on Money, Inc.


Article Excerpt:

Working with family businesses can seem like a daunting undertaking for financial advisors. Not only do we need to understand the fundamentals of the business itself and the family’s vision for its future, we also need to work within the context of the underlying (often complicated, sometimes messy) family dynamics.

How to React in the Face of Market Volatility

The Harvest Group's Insight

Todd Inwersen's article on Money, Inc. looks at the recent market volatility from an historic perspective. For anyone who has studied the equity markets, it is clear that volatility is and will always be, a normal part of investing. Following the longest period in history without a pullback and a significant jump in January of this year, February 2018 saw the markets pull back close to 10%, subsequently regain around 60% of that loss, and close the month with two down days in a row. So, volatility is back and the question is: what's next?


Article Excerpt:

Following the longest period in history without a pullback in the stock market, February 2018 saw the return of market volatility. Understandably, everyone is wondering what that means for investors going forward. After a significant jump in January of 2018, the markets pulled back close to 10% which is, in fact... Read more.

The Harvest Group’s Laurie E. Ingwersen, CFP®, CRPC®, CDFA(TM), CBC Receives 2018 Outstanding Women of Family Business Award from Family Business Association

Laurie Ingwersen
  Boston, MA, March 12, 2018 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that Laurie E. Ingwersen has been named an Outstanding Woman of Family Business by The Warren Group editorial board.™ This annual award honors the achievements, commitment and dedication of female family business professionals who demonstrate outstanding leadership and commitment both within their businesses and in the communities they serve. Ingwersen will be honored at a reception on April 5, 2018 in Randolph, Massachusetts. “Once again, we’re excited to recognize and honor the hard work and dedication of this year’s...

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