Anna’s Resource Library
Helpful Articles | Financial Tools | Frequent Questions | Find Support
Helpful Categories
Each of these categories will help you navigate the numerous resources we’ve provided for you. Please note that some of these are resources available directly on affiliated websites, such as Harvest’s main site. If something you click on leads to different site, it will open on a new tab. If you can’t find what you need in this library, consider asking us directly. You can also use the search bar to navigate through the content.
Resources & Calculators
Useful Tools for Financial & Retirement Planning
Frequent Questions
What is an investment philosophy?
An investment philosophy is the principles by which an investment advisory firm functions. These principles create our framework for managing portfolios as according the fiduciary standard to act in the best interest of the client. Learn more about our investment philosophy.
What is a Fiduciary and why is it important?
A fiduciary is an individual who acts on the behalf of another, and in this way, acts in the benefit of the other. We at Harvest Investment Services uphold all our advisors to the fiduciary standard, because it is important to us that we act in the interest and benefit of our clients and serve them humbly. View our mission statement.
What does BRI mean and what is it's significance?
BRI stands for “Biblically Responsible Investing,” because at Harvest Investment Services, we are dedicated to our mission of being stewards of the resources that have been entrusted to us. View our BRI models for more information.
Who is Envoy Financial?
Envoy Financial works with Faith-based organizations, churches, and associations to develop the most cost-effective retirement planning to better serve in ministry. Read about how Envoy functions at Harvest
What is an investment model?
An investment model functions as a structuralized way to personalize our clients’ portfolios in a way that best benefits them. The investment models at Harvest Investment Services incorporates downside risk control measures to “Harvest Gains and Limit Losses.” View our investment models and connect with an advisor today.
Our Latest Articles
These articles are some of our latest and greatest. You can visit here to help keep up to date on some of the helpful content we publish. It’s also a great way to keep up with the happenings in our business. You can also visit our “Recent Post Stream” up above to see our top latest articles. If you don’t see content or articles on topics you would like to know more about, please, make a suggestion.
Healthy Family Living by Dr. Jeremy Hopkins
Healthy Family LivingPresentation by Jeremy HopkinsA presentation made during our September 2022 Client Event.This is a presentation put together by...
Sharing Your Treasures
Often the first step in stewardship as it relates to giving is recognizing that it all (Time, Talent and Treasure) belongs to Him anyway. With that as the foundation, I would love to share some ideas about Giving Strategies…
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement…
Inflation’s Overreach
What do The Dukes of Hazzard, M*A*S*H, and The Love Boat all have in common? They were top-rated television programs in 1982; the last time inflation was hovering in the 7% range. When inflation is running hot, you can feel
That’s What We Do
That's What we Do VideoWhat we do.First Trust economist, Andrew Opdyke presented this program, Progress and Perspective 2021. This engaging client...
Financial Planning for Retirement
Join Robert Pence and Anna Dujan as they discuss retirement plans and strategies. Together they will guide you through what you can do to become successful in your financial future.
Client Event June 2021 Progress and Perspective
First Trust economist, Andrew Opdyke presented this program, Progress and Perspective 2021. This engaging client event sponsored by First Trust for Harvest Investment Services clients, put one eye on the horizon while keeping a steady gaze on current conditions as the economy continues to rebound from the Covid-19 pandemic. Enjoy the replay of the event right here.
How to Conquer the World
5 Financial Strategies for Savvy Single Women
Eyes on the Horizon Event | An Economic Guide to 2021
Join me and our friend Ryan Thomas from First Trust Portfolios as we explore an economic outlook on 2021. From Covid to Elections there are unforeseen events and conflicts to challenge the most secure of us. We will address those concerns and more during this event.
What Smart Investors Know
Savvy investors take the time to seperate emotion from facts.
The Charles Schwab Guide to Finances After 50
This easy-to-read Guide to Finances After Fifty provides clarity in an increasingly complex financial world. Perhaps, it will answer some questions you have. Perhaps, it will pose some questions you haven’t thought about. While we are living longer than ever, we are faced with an overwhelming range of advice from “experts” on how to navigate finances after fifty. This book is the result of decades of experience in advising clients and an update to the Charles Schwab book You’re Fifty- Now What? Investing for the Second Half of Your Life.
Solo 401(k) in a Nutshell
Adam Bergman performs an outstanding job of making this well-kept secret understandable. Solo entrepreneurs have a valuable, little-used tool to grow their retirement by understanding and choosing the right type of retirement plan.
Encore Careers: Push Your Boundaries
Do you want to do more in retirement aside from relaxing and catching up on hobbies? With Encore Careers you could push boundaries, try new things, and give back in countless ways.
Client Event 2020 – Bruce Bruinsma on The Retirement Reformation
Bruce Bruinsma on The Retirement ReformationAnna's 2020 Digital Client EventEvery year we look forward to hosting our clients for a one night event,...
What Our Kids Can Teach Us About Saving Money
Every generation handles saving and retirement differently.
Can you guess which generation is best at saving?