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  • Phone: (207) 775-1151
  • Email: info@harvestassetgroup.com
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Harvest Asset Group Logo - Fee Only Financial Planner in Portland, Maine

  • Fee-only Financial Planner in Portland, ME
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Current Perspectives

We publish an investment commentary at the conclusion of each calendar quarter. Here, we share our perspectives on the economy and markets and offer guidance for individual investors. Our goal is to help you cut through the clutter of mass media and other consumer outlets, and allow you to better understand markets, investing, and how a disciplined process can benefit your long term success.

Quarterly Investment Commentary April 2018

Submitted by Harvest Asset Group - Fee-Only Financial Planner on August 9th, 2018

 

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How Physicians Can Find And Work With A Financial Advisor

Submitted by Harvest Asset Group - Fee-Only Financial Planner on August 5th, 2018

Retired Or Nearing Retirement? Here Are 3 Tips On How Physicians Can Find And Work With A Financial Advisor.

If you’re a retired physician or nearing retirement, this post is for you. 

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How Physicians Can Maximize Retirement Income And Manage Risk

Submitted by Harvest Asset Group - Fee-Only Financial Planner on August 5th, 2018

Are You A Retired Physician? Here Are 5 Risks Physicians Can Manage In Retirement.

If you’re a retired physician this post is for you. 

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4 Ways Physicians Can Minimize Expenses Before Retirement

Submitted by Harvest Asset Group - Fee-Only Financial Planner on August 5th, 2018

Are You A Physician Considering Retirement? Here Are 4 Tips To Minimizing Your Expenses Before You Retire.

If you’re a physician thinking about retirement, this post is for you. 

Oftentimes, physicians will have unnecessary expenses that put a drag on efforts to ensure a comfortable retirement later.

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Top 3 Strategies For Physicians Who Need To Accelerate Savings Before Retirement

Submitted by Harvest Asset Group - Fee-Only Financial Planner on August 5th, 2018

Are You A Physician Who’s Retiring Soon? Here Are 3 Strategies To Accelerate Your Savings Before You Retire.

If you’re a Physician within 5 years of retirement, this post is for you. 

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How To Find And Work With A Financial Advisor

Submitted by Harvest Asset Group - Fee-Only Financial Planner on August 3rd, 2018

Retired Or Nearing Retirement? Here Are 3 Tips On How To Find And Work With A Financial Advisor.

If you’re retired or nearing retirement, this post is for you. 

You’ve finally decided it’s time to seek help from a financial advisor but have no idea where to start.

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How To Maximize Your Retirement Income And Manage Risk

Submitted by Harvest Asset Group - Fee-Only Financial Planner on August 3rd, 2018

Retired? Here Are 4 Risks To Manage In Retirement.

If you’re retired this post is for you. 

Once retired you face new challenges around maximizing your income but when you think about it, more importantly, the challenge is managing the risks associated with your retirement.

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4 Tips To Minimize Your Expenses Before Retirement

Submitted by Harvest Asset Group - Fee-Only Financial Planner on August 3rd, 2018

Thinking About Retirement? Here Are 4 Tips To Minimizing Your Expenses Before You Retire.

If you’re thinking about retirement, this post is for you. 

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3 Strategies To Accelerate Savings Before You Retire

Submitted by Harvest Asset Group - Fee-Only Financial Planner on August 3rd, 2018

Retiring Soon? Here Are 3 Strategies To Accelerate Your Savings Before You Retire.4

If you’re within 5 years of retirement, this post is for you.

So you’re approaching retirement in five years. You’ve diligently been saving your whole life.

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Quarterly Investment Commentary April 2018

Submitted by Harvest Asset Group - Fee-Only Financial Planner on May 11th, 2018

 

Volatility returned to the market during the first quarter of 2018 after an extended period of very calm conditions.  For the first time in two years, the market experienced a correction (a decline of more than 10%).

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Resources

  • Current Perspectives
  • Learning Center
  • Useful Websites
  • Client Forms

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  • 15 Monument Square, Suite 3E, Portland, Maine 04101
  • Phone: (207) 775-1151
  • Email: info@harvestassetgroup.com
  • Fee-Only Financial Planner in Portland, Maine

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