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.
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.
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.
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.
Financial Planning
We employ a financial planning process designed to help you on your path toward success. Learn more.
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.
Creative Planning
Wealth planning is both an art and a science. Learn how creativity can help you visualize future outcomes.
Trusts
Trusts can help you preserve your legacy and help you manage how you leave assets to your family.
Annual Review
Learn how a yearly financial check-up can help keep you on the path toward your financial goals.
The Power of a Trust
Trusts can help protect your assets so you create a lasting legacy for the ones you love most.
Elder Care
Caring for aging parents can be emotionally and financially challenging. View a checklist to help.
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.
