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.

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.

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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.

Inflation’s Overreach

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

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Client Event June 2021 Progress and Perspective

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.

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The Charles Schwab Guide to Finances After 50

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.

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And the executor is…

And the executor is…

Who do you trust to manage your money, pay your debts, and distribute your assets to your beneficiaries as stated in your will? This is a question that every person should be able to answer and it is a question that is taken seriously when it comes to yours and your families financial future and stability.

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