Harvest Asset Group, LLC

01/30/2023

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Current Perspectives Quarterly Investment Commentary – October 2022 Harvest Asset GroupOctober 26, 2022 Q3 2022 was a complicated and worrisome quarter for the economy and investors alike. Inflation is now officially red hot,… Read More Essential Details Regarding the Student Loan Forgiveness Pl...

01/27/2023

Let’s discuss five not-so-obvious factors to consider when it comes to long-term care, and the impact it could have on your nest egg later in life.

By Michael Donahoe Taking some risks in life can be exciting, but there are certain things in life you don’t want to gamble with. When it comes to your retirement savings, how you raise your kids, or your health, for example, you want as little risk as possible. Some risks are obvious, but one ris...

01/25/2023

If you're ready to take the first step toward a brighter financial future, we invite you to learn more about our firm and services.

We specialize in serving individuals who are getting geared up for retirement and retirees who are no longer working.  Retirement is one of life’s most significant transitions, and many people are concerned about taking the leap. Do you have enough money saved? Will you be able to maintain your c...

01/23/2023

Before you hire a financial advisor (or unsubscribe from their monthly newsletter), make sure you are aware of both the common benefits as well as the potential pitfalls associated with hiring a financial advisor.

It seems like everywhere you turn, there are commercials, advertisements, and articles urging you to hire a financial advisor. They always talk about how important it is to plan for the future and maximize your returns, but few (if any) stop to talk about the costs of hiring a financial advisor. At....

01/20/2023

As fee-only fiduciary advisors, we have access to thousands of investment options and strategies, which enables us to create a financial plan and portfolio that perfectly aligns with your risk tolerance, time horizon, needs, and goals.

Our Investment Philosophy At Harvest Asset Group, we use a disciplined investment approach that’s backed by decades of hard evidence and data. Rather than focus on short-term trends, we help physicians and pre-retirees build sustainable wealth through sound economic philosophies and market efficie...

01/18/2023

Despite their relatively high incomes, physicians can face daunting challenges when it comes to saving for retirement. Despite these disadvantages, it is never too late to bulk up your savings and catch up for retirement in a hurry. Let’s take a look at the 5 steps you can take today.

Is retirement around the corner? Here are 5 ways physicians can maximize their nest egg before they cross the career finish line.

01/16/2023

We're an independent, fee-only firm. This means that every physician and pre-retiree that works with us can have peace of mind knowing your best interests are our best interests.

Our Investment Philosophy At Harvest Asset Group, we use a disciplined investment approach that’s backed by decades of hard evidence and data. Rather than focus on short-term trends, we help physicians and pre-retirees build sustainable wealth through sound economic philosophies and market efficie...

01/13/2023

The good news is the Social Security Administration just released the annual cost-of-living increase, and retirees are in for a pleasant surprise. The better news is we at Harvest Asset Group are here to help you understand and make the most of this change.

Wondering how the 2023 COLA increase will affect you? Read this Social Security Update to find out.

01/11/2023

Think of us as physicians for your financial health.

We review your circumstances and encourage you to take advantage of existing opportunities.

As financial advisors in Portland, ME, we specialize in retirement planning and investment management. Schedule a review today!

01/09/2023

Historically, though it has had many ups and downs, the market has always rebounded over time. That’s why it’s so important to trust the market and avoid temptations to time it, instead letting time be your ally when growing your investments.

CFP® professional Michael Donahoe has learned his fair share of financial lessons. Here are 4 tips about money he wishes he’d known sooner.

01/06/2023

Harvest Asset Group is a full-service independent financial planning and investment management firm located in Portland, Maine. Together, our team has over 30 years of experience providing fiduciary retirement and investment advice to physicians and pre-retirees.

Harvest Asset Group Harvest Asset Group is a full-service independent financial planning and investment management firm located in Portland, Maine. Together, our team has over 20 years of experience providing fiduciary retirement and investment advice to physicians and pre-retirees. If you fall into...

01/04/2023

As a physician, your retirement planning can be complex and if you hope to one day hang up the white coat and stethoscope, the decision to take action now will help you avoid costly mistakes in the long run.