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At Harvest Point Wealth Management, we believe that every individual, family, and business deserves a tailor-made financial roadmap, one that aligns with your unique dreams and aspirations. Whether it's planning for retirement, stewarding your wealth, funding a child's education, or crafting gifting strategies, our team at Harvest Point Wealth Management stands committed to providing unparalleled guidance and support.

As we help our clients plan for the future, we'd like to share "real life" stories, unique strategies, and timely information to act upon. As it applies, identities will be changed for confidentiality purposes; however, the details of the stories will remain authentic.

With years of expertise and a team of seasoned financial advisors, Harvest Point Wealth Management has been a valued resource for countless individuals and organizations. We hope that these experiences will help you stay vigilant, educated, and well-equipped to navigate your way through any number of different financial occurrences or challenges that you may face on a daily basis.

What's your next Harvest Point? How can we help you get there? 

Book your discovery call today! 

Tuesday, February 13, 2024

(2 minute read) On January 3, 2022 the S&P 500 had reached a previous record high of 4,796.56. On January 19, 2024 the S&P 500 closed at 4,839.81 for a new all-time high. It took 512 trading days to reach a new high. During this long...

Saturday, February 10, 2024

(2 minute read) A 529 Plan is a great tool to utilize as you are planning out the future of a child in your life. Not only does it enable money to grow tax free for educational purposes, but there are also tax deductions available in the...

Tuesday, February 6, 2024

(2-minute read) My wife and I bought our first home in 2019, back when interest rates and home prices in the Des Moines area were lower than they are today. For 4 and a half years we have been making the normal monthly payment including...

Monday, January 8, 2024

Did you know that there is approximately $156 Trillion in U.S. based assets? Now what if I told you that Baby Boomers (1946–1964) accounted for HALF of those assets. This means that Gen X...

Saturday, January 6, 2024

Over the last two years, investors have heard about inflation and volatility and have been hoping for a sense of balance, can we expect to see a return to the status quo?

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Wednesday, January 3, 2024

The beginning of a new year brings with it the perfect opportunity to embark on a transformative journey towards a healthier and more active lifestyle. Starting a fitness routine in 2024 essential in making 2024 your healthiest year yet.

Monday, December 11, 2023

It seems that every election season investors begin to question and try to analyze how elected officials might shape economic policies. The stock market, ever-sensitive to political shifts, experiences fluctuations that mirror the uncertain

Thursday, December 7, 2023

Retirement, traditionally viewed as a period of relaxation and stepping back from the workforce, is undergoing a significant transformation, as revealed by a recent report from T. Rowe Price. The study found that one in five retirees...

Monday, December 4, 2023

Do you know what the three leading causes of death are in the United States? Many people correctly guess cancer and heart disease as numbers one and two. What is number 3? Accidents? Alzheimer’s? Strokes? You may be surprised to learn...

Sunday, November 5, 2023

As we approach the beginning of a new year, the anticipation of what lies ahead is truly exhilarating. It's also a prime opportunity to evaluate your financial plans in alignment with your objectives and address critical year-end...

Friday, November 3, 2023

Now that October is over, we have the chance to reflect on what happened in the market during the past

Monday, October 16, 2023

In today's fast-paced world, it's easy to get caught up in the whirlwind of life, neglecting the most precious asset we possess: our health. Health and fitness are the cornerstones of a fulfilling life, and they play a major role in...

Friday, October 13, 2023

In today's ever changing financial landscape, having a Certified Financial Planner (CFP®) by your side can make all the difference in how you perceive and manage your finances. A recent study conducted by the Financial Planning...

Thursday, October 12, 2023

As you may have seen in the news, Israel is at War with Hamas. If we look back at about two dozen historical geopolitical crises, including wars and terrorist attacks, for some perspective on how markets might perform. The average...

Thursday, October 5, 2023

The world of finance seems to always be evolving but since its inception in 1973 the Certified Financial Planner designation has been a symbol of trust and proficiency for financial professionals worldwide. Previous to this, there was...

Wednesday, September 27, 2023

In the present political climate, we feel there is around a 75% chance of a government shutdown happening with the divisions that exist between factions in the House of Representatives, not to mention the divide between Senate...

Tuesday, September 12, 2023

Over the years there has been an increasing number of fraud and cybersecurity scams taking place. We finally have some good news.

Tuesday, September 12, 2023

We have experienced a noticeable increase in calls from clients this year about scams and fraud attempts that they have experienced in their every day lives. Fortunately, none of those attempts dealt wit unauthorized access to their...

Monday, September 11, 2023

The word's biggest economy is leaving its peers ever further in the dust.

Wednesday, September 6, 2023

Many Medicare recipients don’t realize how even one dollar of extra income can affect their premiums. Premiums go up as income increases but there is another factor.

Friday, September 1, 2023

As we journey through life, our housing needs and preferences evolve, especially as we age. Whether you're planning for your retirement years or assisting a loved one in their golden years, it's crucial to understand the various housing opt

Friday, August 18, 2023

You are rich. No, seriously. By global standards, you are rich.  Let me explain.

Friday, August 18, 2023

As you may have heard, a widely used company within the insurance and investment industry called Progress Software recently announced that a vulnerability was discovered in its file-transfer application, MOVEit Transfer.

Friday, August 18, 2023

Your home improvements could now come with a larger tax credit.  By: Collin Miller Harvest Point Wealth Management Great news for homeowners! If you're planning to make energy-efficient improvements to your home, you may be...

Thursday, August 17, 2023

Given the increasing cybersecurity risk that is present in today's digital age, it is not a matter of "if" you will fall victim to a scam, but "when."

Tuesday, August 15, 2023

LPL Research Midyear Outlook 2023 provides a comprehensive analysis of key themes, offering valuable insights to investors seeking to understand the current economic landscape, identify investment opportunities, and manage potential risks.

Saturday, July 15, 2023

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