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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.

What Is Your Long-Term Care Plan?

Submitted by Harvest Asset Group | Fee-Only Financial Planner Portland ME on November 18th, 2019

By Michael Donahoe​

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Quarterly Investment Commentary October, 2019

Submitted by Harvest Asset Group | Fee-Only Financial Planner Portland ME on October 30th, 2019

Over the last three months we have experienced a lot of economic, political, and market uncertainty. Naturally, this has been accompanied by market volatility.  While Q3 2019 investor returns were mostly flat by quarter end, there was a lot of movement during the quarter – most notably a plummet at the beginning of August.

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What We Do And How We Can Help

Submitted by Harvest Asset Group | Fee-Only Financial Planner Portland ME on October 29th, 2019

By Michael Donahoe​

We all want to experience that elusive financial independence we know is out there, but reaching and sustaining this work-optional life is not easy or guaranteed, even if you’ve followed formulas or done most things the right way.

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Why I Became A Financial Advisor

Submitted by Harvest Asset Group | Fee-Only Financial Planner Portland ME on September 18th, 2019

By Michael Donahoe​

Life is full of unexpected twists and turns. While we may start out in one career, our experiences may show us other areas we want to pursue, needs that aren’t being met, or open doors to new opportunities. That’s exactly how I found my way into my career as a financial advisor.

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Quarterly Investment Commentary July 2018

Submitted by Harvest Asset Group | Fee-Only Financial Planner Portland ME on May 6th, 2019

The second quarter of 2018 was characterized by numerous news events that drove volatility in markets.  The news stories we digest each day are presented by media channels as earth moving events which will change the world as we know it: the China trade war, North Korea, stocks at peak earnings, inflation returning, global economic slowdown.  Meanwhile, the U.S.

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Quarterly Investment Commentary April 2018

Submitted by Harvest Asset Group | Fee-Only Financial Planner Portland ME 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 Portland ME 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 Portland ME 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 Portland ME 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 Portland ME 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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  • 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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