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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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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How UBS exited the Broker Protocol and why the aftereffects may surpass those of Morgan Stanley’s earlier departure

November 28, 2017
Todd Ingwersen

Todd Ingwersen shares his perspectives with Brooke Southall of RIABiz on the continuing trend of large firms leaving the Broker Protocol. Southall writes that “UBS was able to execute a head fake that leaves its brokers only a very short window to use the provisions of the Protocol as cover for moving assets” and Ingwersen points out that the best thing brokers can do to ensure a quick transition is to be prepared ahead of time.

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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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