Digital Libary

At Harvest Wealth Management, we believe that educated clients are the best kind. Use our digital library to stay on top of important topics that augment our in-person conversations. 

Market Outlook 2022

Mike Costa, Harvest's CIO, recaps the 2021 markets and discusses the outlook for 2022 in this first ever client Market Presentation.

This material is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security of investment product. Certain sections of this presentation contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. All indices are unmanaged and are not available for direct investment by the public. Past performance is not indicative of future results. International investing involves special risks such as currency fluctuation and political instability. The commodities industries can be significantly affected by commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions. Any mention of cryptocurrency is for educational purposes only and is not a recommendation for or against cryptocurrency.

Financial Planning

We employ a financial planning process designed to help you on your path toward success. Learn more.

 

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Planning for Your Goals with Monte Carlo

Financial plans are built using a Monte Carlo simulation to ensure durability against various market and life situations. Watch this video to see how your plan is built to last.

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Saving for Retirement

Financial security in retirement takes planning and commitment. 

 

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Socially Conscious Investing

Interested in creating financial portfolios that reflect your values? Learn about ESG and how it can help you select investments.

 

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Get to Know Medicare

Over the years we have received a lot of questions about Medicare. To help those questions, we teamed up with a specialist from Fidelity. This video is a great opportunity for anyone with existing coverage to reassess, and those new to Medicare to create a good foundation of knowledge.

 

Buy or Lease a Car

Does it make more sense to buy or lease a car when you are starting out? Learn how to make the decision.

 

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Creative Planning

Wealth planning is both an art and a science. Learn how creativity can help you visualize future outcomes.

 

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Wills

A will can provide a financial roadmap for your family. 

 

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Investment Policy 

An investment policy statement (IPS) helps chart your path. Learn how.

 

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Trusts

Trusts can help you preserve your legacy and help you manage how you leave assets to your family.

 

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Annual Review

Learn how a yearly financial check-up can help keep you on the path toward your financial goals. 

 

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The Power of a Trust

Trusts can help protect your assets so you create a lasting legacy for the ones you love most.

 

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Asset Allocation

An asset allocation strategy can help reduce your risk.

 

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Business Planning

View a business owner succession plan checklist to help prepare for the future.

 

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Elder Care

Caring for aging parents can be emotionally and financially challenging. View a checklist to help.

 

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Saving for College

Learn effective strategies to plan for higher education costs.
 

 

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Retirement Income

To retire with confidence you need to know what to do with what you've saved. 

 

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Vegetable Gardening 101

Learn how to start your own vegetable garden or get the most out of your existing garden in this webinar featuring Charlie Nardozzi, a gardening coach and consultant with over 30 years experience teaching and inspiring home gardeners.

 

How Do I Budget?

Learning how to budget is an essential financial foundation. Learn how to make every penny count.

 

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ILIT

Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies. 

 

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