In the News

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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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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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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Backpacks for Kids

August 17, 2017

Thanks to the Backpacks for Kids Foundation, hundreds of backpacks will soon make their way to less fortunate children around Boston and Metrowest. Laurie Ingwersen Moghaddam is grateful for the opportunity to be involved with the Foundation. Read the article   

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Fundamental Analysis vs. Technical Analysis: Combining Them for Optimal Results

August 11, 2017

Todd M. Ingwersen, Managing Partner, Senior Wealth Management Advisor, and Chief Investment Strategist, explains why fundamental analysis and technical analysis can be used in tandem to navigate the complex financial markets. 

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Advising Divorcing Women

July 31, 2017

Laurie E. Ingwersen, Managing Partner and Senior Wealth Management Advisor, reviews the seven essential estate planning tools.

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

July 11, 2017

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

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Roger Ingwersen Helps Oxford Junction Celebrate Veterans

June 6, 2017
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.” Read more about the ceremony in the Journal-Eureka.

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