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?
(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...Read More
(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...Read More
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.Read More
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 uncertainRead More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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 optRead More
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...Read More