Digital Library

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 2026

Mike Costa, Harvest's CIO recaps market trends over 2025 and discusses the outlook for 2026.

Optimizing Need-Based and Merit-Based Aid and Grants for College

Ryan Parker from American College Planning offers guidance on how to maximize aid; With a look at how to best position your student, and how to avoid common mistakes.

Market Outlook 2025

Mike Costa, Harvest's CIO, recaps market trends over 2024 and further discusses the outlook for 2025.

Market Outlook 2024

Mike Costa, Harvest's CIO, recaps the 2024 markets and discusses the outlook for 2025.

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.

How to help your child with the college selection & application process

Beth Caputi, an amazing college counselor, offers insights and guidance to help you prepare for the college application process. This video is a great opportunity if you have a child headed to college in the coming months or years.

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.

Socially Conscious Investing

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

Trusts

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

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.

Saving for Retirement

Financial security in retirement takes planning and commitment.

Financial Planning

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

Annual Review

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

Retirement Income

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

Creative Planning

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

The Power of a Trust

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

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.