All Harvest Times Blog


THE HARVEST GROUP SHORTLISTED FOR THE FAMLY WEALTH REPORT AWARDS 2019

December 2, 2018

The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), has been shortlisted for the Family Wealth Report Awards in the category of “Family Office Management Consultancy.” This is the second consecutive year The Harvest Group has been shortlisted for the awards. Led by Roger H. Ingwersen, CFP®, CIMA®, CRPC®, his son…

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As Stock Market Fluctuates, It’s Important to Think Long-Term

November 30, 2018

This article by Roger Ingwersen originally appeared on Money, Inc. The stock market volatility experienced this month is creating concern among investors that a market downturn may be more than just a correction. On October 24, the sell-off on Wall Street knocked the Dow Jones down more than 600 points, wiping out the gains for…

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Waltham-Based RIA, The Harvest Group, Joins Association of Financial Educators

November 20, 2018

The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that it has joined the Association of Financial Educators (AFE), a national speakers bureau for financial professionals. The AFE disseminates information and conducts financial literacy classes throughout the U.S. As members, The Harvest Group team will donate its time to share…

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Organizing Your Finances for Retirement

October 31, 2018

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.

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Financial Wellness in the Workplace

September 13, 2018

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.

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Top 5 Questions Financial Advisors Should Ask Their Family Business Clients

April 27, 2018
Laurie Ingwersen

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.

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Important Considerations When Working with Family Businesses

April 25, 2018

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.

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How to React in the Face of Market Volatility

March 23, 2018

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?

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

March 12, 2018
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…

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