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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.

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— Latest Resource —

Thanksgiving 2021

HappyThanksgiving! Thank you for the trust you've place in us. Whether you've been working with us for decades, or maybe just sat down with us for the first time last week, we thank you for the trust you've placed in us. Each day you trust us to help guide you down your path of financial stewardship. Our desire is to continue serving you in this way for many years to come. Please watch the video for a quick thanksgiving greeting and just a few thoughts from our Managing Director, Tim Newell.Reach Out To UsSend us a prayer request, or just give us your thoughts.All prayer requests are handled carefully, kept internally, and are not shared with our partners.
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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.

Farmers to Families FAQ

Farmers to Families FAQ

The Farmers to Families Food Box program is simple in it’s name, but often needs a bit of explaining when it comes to the details. If you’re involved with the program already, or just want to know more before you do, these FAQs might give you answers you’re looking for. These specific questions are primarily related to questions we commonly faced. The USDA has a more comprehensive list on their website. If you have additional questions, please feel free to send them our way and we will do our best to get you appropriate info.

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What is a Food Bank?

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.

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Investing Amidst COVID-19 Waters

Investing Amidst COVID-19 Waters

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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.

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The Cost of Procrastination

The Cost of Procrastination

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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…

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Christmas Thank You’s

Christmas Thank You’s

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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…

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Thanksgiving Perspectives to Consider

Thanksgiving Perspectives to Consider

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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…

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