Harvest Wealth Advisors

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

06/01/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

05/30/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

05/28/2026

Planning independently often requires looking further ahead.

Ameriprise Financial research shows that advisors help solo adults translate long-term goals into concrete plans — from timing and income planning to defining long‑term financial goals. Call us at (503) 573-8138.

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/23/2026

Are you ready for retirement? We can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

Call us at (503) 573-8138 to schedule a complimentary meeting.

Our pre-retirement checklist may help you improve your savings.

05/21/2026

Need support to grow and preserve your business equity? Now is the time to make that value work for you. We can help you turn business equity into lasting personal wealth.

Call us at (503) 573-8138 to schedule a complimentary meeting.

05/19/2026

Correlation remains negative, and bonds can help diversify equity risk again. How will you use them to build portfolio balance this year? Let’s talk.