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 Forgotten Key to Successful Wealth Management: Non-Investment Financial Management

The Harvest Group's Insight
Roger H. Ingwersen, Managing Partner and Senior Wealth Management Advisor, explains how true Wealth Management is composed of three critical, related pieces: Investment Management, Non-Investment Financial Management, and Relationship Management. Read the article in Money Inc.com.


Article Excerpt:

Roger H. Ingwersen, Managing Partner and Senior Wealth Management Advisor, explains how true Wealth Management is composed of three critical, related pieces: Investment Management, Non-Investment Financial Management, and Relationship Management. Read the article in Money Inc.com.

The Harvest Group Continues to Grow, Adds Senior Client Service Associate

Thomas Willard
  Boston, MA, July 6, 2017 – Financial advisory and wealth management firm, The Harvest Group, welcomes Thomas Willard to the team as a Senior Client Service Associate.   As a member of The Harvest Group team, Willard helps clients achieve their retirement and wealth management goals. With over 20 years of financial services experience, Willard is proud to deliver a high degree of personal service to individuals and families. He manages account setup and maintenance, monitors account activity, executes authorized money and securities transactions, and keeps clients and their various custodians/broker dealers apprised of account status.  Willard graduated from...

One Money Question to Rule Them All: How Much Is Enough?

The Harvest Group's Insight

It comes down to aligning spending (or the ability to spend) with your values.


Article Excerpt:

We can get an idea of what to us feels like enough money by getting a baseline on spending and quantity, then homing in on quality.

How to Prevent Feuds Among Heirs

The Harvest Group's Insight

Complex family dynamics are one reason estate planning is critical.


Article Excerpt:

A new report by BMO Wealth Management gives some suggestions about estate planning.

How Much to Save for Health Care in Retirement

The Harvest Group's Insight

Although it's one of the hardest expenses to plan for in retirement, health care could also be the biggest.


Article Excerpt:

Young or old, it’s crucial to plan for steep medical expenses ahead.

Roger Ingwersen Helps Oxford Junction Celebrate Veterans

Roger Ingwersen
Roger Ingwersen, a navy veteran of the Vietnam War who grew up on a farm near Oxford Junction, traveled to his home town for Memorial Day weekend. He and others came together "to remember and to honor the service and sacrifice of our nation's finest and bravest.” You can watch it here or read more about the ceremony in the Journal-Eureka. Roger Ingwersen Helps Oxford Junction Celebrate Veterans from Harvest Group on Vimeo.

The Harvest Group Adds Junior Financial Analyst

Matthew Montella
The Harvest Group welcomes Matthew Montella to the team as a Junior Financial Analyst. (more…)

Alden Witman Obtains His CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification

Alden Whitman
The Harvest Group’s Wealth Management Advisor Alden Witman Obtains His Certified Financial Planner™ (CFP®) Certification Boston, MA, April 10, 2017 – Financial advisory and wealth management firm, The Harvest Group, is pleased to announce that Wealth Management Advisor Alden Witman, AWMA® has completed the Certified Financial Planner™ (CFP®) Board Examination and obtained his CFP certification. The CFP® designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board of Standards, Inc., have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management,...

1 5 6 7