Resource Library
Helpful Articles | Financial Tools | Frequent Questions | Find Support
Helpful Categories
Each of these categories represent helpful financial topics. The resources here were developed to help educate individuals as well as business owners. We hope you are able to find helpful articles and tools that answer questions on your mind. If you can’t find what you need in this library, consider asking us directly. You can also use the search bar to help wade through the content.
— Latest Resource —
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.
Get Involved With Farmers to Families
With a program like this there are many moving parts. It can be confusing as to what exactly is needed to make this program work. This page will give you three primary ideas that we could use your help with.
What is a Food Bank?
While many ministries and non-profits might want to serve as a Food Bank, the USDA has set up qualifications which must be met. This article will explore just what those qualifications are and help you determine if this is something you might be able to do.
Daily Harvest Trade Blotter 2019
Daily Harvest Trade Blotter 2019 Last updated 4/2/2020 Symbol Buy Date Buy Price Sell Date Sell Price Trade Return (%) SOXL 1/2/2019 $84.75 1/2/2019...
Daily Harvest Trade Blotter 2020
Daily Harvest Trade Blotter 2020 Last updated 10/20/2020 Symbol Buy Date Buy Price Sell Date Sell Price Trade Return (%) MIDU 1/2/2020 $49.08...
Investing Amidst COVID-19 Waters
With the chaos that tends to come with national and international crisis, it’s important to keep perspective. We are all being inundated with so much media coverage on the Coronavirus it has become difficult to sort through all the fear driven, negative information, just to get to the important facts. Our goal is to give you a different perspective and finds ways to also bring some focus on a few of the positive things that are happening around the world as we navigate through the storm.
COVID-19 Short Trades Blotter
Other Helpful Resources The blotters are nice to help keep up with our active trading, but there are many resources we've created to help keep our...
COVID-19 Defense Trades Blotter
COVID-19 Defense Trade Blotter Coronavirus Defense Trades | Last Updated 10/20/2020 Symbol Buy Date Buy Price Sell Date Sell Price Trade Return (%)...
Budget Check Up: Tax Time is the Right Time
Budget Check Up: Tax Time is the Right Time Keeping on top of your budget Every year, about 140 million households file their federal tax returns.1...
Catch-Up Contributions
Catch-Up ContributionsWhat are catch-up contributions?A recent survey found that 23% of people were very confident about having enough money to live...
The Cost of Procrastination
When investing for retirement and other long-term goals, the effects of compounding can be one of your best allies. Waiting or procrastinating can eliminate precious time that could have been used to your advantage. The process of saving for retirement and investing that capital is a long and daunting process…
Christmas Thank You’s
We at Harvest wanted show our appreciation to you by extending a few Thank You’s. Thank you for partnering with us in God’s Kingdom. Thank you for entrusting us with the resources you are faithfully stewarding. And thank you for allowing us to walk along side you as we help you manage all that God has given. Please enjoy this video we put together for you…
Thanksgiving Perspectives to Consider
From the Harvest team to you, happy Thanksgiving. During this season there is often a lot of celebration and joy. Yet, for some there is much more on their mind. It’s not always easy to put on a face and be thankful or cheery. We just wanted to take a moment to share a few perspectives that might encourage you…
Sequence of Returns
Sequence of ReturnsThe Uncertainty of TimingThe sequence of returns risk refers to the uncertainty of the order of returns an investor will receive...
What is an ETF
What is an Exchange Traded Fund? (ETF)Exchange Traded FundAn Exchange Traded Fund is like a basket of stocks. Often times there can be hundreds or...
Cyber Security Basics
Cyber Security Basics by VeracityCyber Security and your FinancesIn dealing with banks, investment firms, insurance companies, and any number of...
