All Harvest Group News


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

July 16, 2018

Program Helps Wirehouse Financial Advisors Transition to Independence 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…

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

June 4, 2018
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…

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

May 29, 2018
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,…

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

May 2, 2018

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…

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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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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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Massachusetts Considers Making RIAs Post Their Fees

February 14, 2018
Todd Ingwersen

The Massachusetts Securities Division is soliciting public comments on a proposal requiring state-registered RIAs to create a fee table for clients that can be given to prospects and posted on their websites. This would increase transparency, aid comprehension of advisory fees, and enable comparison shopping of investment advisers, claims the securities regulator. Todd Ingwersen, Chief Investment Strategist and a Managing Partner at The Harvest Group agrees, saying “It’s smart to disclose all fees, all-in.” Read more on FinancialAdvisorIQ.

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Helping Clients Understand the RMD Rules for Retirement

February 7, 2018

As a financial advisor, it’s important to be sure that your clients have all of the essential information regarding Required Minimum Distributions to ensure that they don’t make expensive mistakes. Anyone over the age of 70.5 that has an IRA account needs to understand how RMDs affect their retirement withdrawal strategy. Roger Ingwersen, Managing Partner and Founder of The Harvest Group discusses some important considerations in the following article.

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