Harvey Investment Management, Inc.

Learn how bonds work: https://youtu.be/_OcY83CJV1Y

Learn some of the questions financial advisors may help you answer: https://bit.ly/468CSpC

Learn 3 challenges women face in retirement: https://bit.ly/3WbtAod

Watch Brad's take on how the markets fared in the second quarter of this year: https://bit.ly/3XQXgtd

Learn 4 takeaways for investing during election years: https://bit.ly/3VZF7ID

7 questions to ask your prospective financial advisor: https://bit.ly/3x7NfNC

Help protect your parents from financial fraud:

Let’s all remember to recognize and appreciate all the sacrifices made by so many on our behalf. If not for their bravery, we would not have all of the freedoms we enjoy today.

Private Equity is a hot topic – learn more about it: https://youtu.be/moJSTfKmw9s

Are you familiar with “unretiring”? Read more about this new trend for seniors: https://bit.ly/4b54zRR

Are you financially planning for longevity? Watch to learn more: https://youtu.be/JcenFOfvVcg

Seven years ago, we launched Harvey Investment Management. We appreciate our team's dedication to helping clients achieve their financial goals. Many former and new clients have joined us on this journey and we thank you for your trust and friendship. We will continue putting your interests first while providing customized wealth solutions.

Who is your asset custodian? Learn why they should be separate from your advisor: https://youtu.be/Mid-tTofoX0

Watch our quarterly video to learn how the financial markets fared: https://youtu.be/jaC4CS21Cbw

How do you plan how much you'll need to save for retirement? Watch this Money Means video to learn how advisors can help you forecast your needs: https://youtu.be/VSs6g4W_uY0

Learn three basic investing strategies to help navigate recessions: https://youtu.be/ULUhfBPk6sw

We've all heard stories of families coming apart after a family member's death. Learn 6 strategies for successfully transferring wealth without creating conflict: https://bit.ly/3TBcikm

Watch to learn a bit about Brad's personal story.

Learn how DRIPs may increase your cash flow: ttps://youtu.be/mMfPBbdO2-Q

Have you thought about the unintended consequences of electric cars? Watch to learn about them: https://youtu.be/9Nr8NSIkxRU

It's not easy knowing when you can purchase your first home. Learn how you can determine if you're ready: https://bit.ly/3UzwPa9

Learn how to maximize your HSA benefits: https://youtu.be/8eoRmQFL8U8

8 Best Practices for young adults in the brave new world of investing: https://bit.ly/42kL0RW

Are you aware of the benefits of direct indexing? Learn the pros and cons of this strategy: https://bit.ly/4aOKPSK

Learn how bonds work: https://youtu.be/vTA-2QbFKz0

Learn what happened in the markets during 2023 and what to watch for in 2024: https://youtu.be/lmMIjSOr-50

Pickleball and Taxes: Both have rules that are important to know but can be confusing! Explore five tax-aware strategies that could help you discover opportunities to save on taxes. https://bit.ly/47eBQr5

Watch to learn why it's important to pay attention to what's happening in China: https://youtu.be/JOAWo0U2XQs

Learn the tax-related opportunities to discuss with your advisor before the end of the year: https://bit.ly/3TjMqK1