Harvey Investment Management, Inc.

06/08/2026

What creates financial blind spots in otherwise strong, successful marriages?
Drawing on advisory experience and insights from Strangers: A Memoir of Marriage by Belle Burden, our latest blog post examines how complexity, delegation, and long‑term stability in a marriage can shape financial involvement. We also discuss why thoughtful engagement over time can make a meaningful difference for longer term outcomes:

A Financial Counselor & Fiduciary Advisor Perspective, Informed by Strangers: A Memoir of Marriage by Belle BurdenLindsey Slattery, AFC®Brad Harvey, JD, CFP®, CIMA® TL; DR Many women in high‑net‑worth marriages stay less engaged in the financial structures supporting their lives—not due ...

04/21/2026

Nine years ago, we launched Harvey Investment Management, Inc. and many of you were there to celebrate with us. We created our firm to continue acting as our clients’ true fiduciaries, and we’ve been able to accomplish that these past nine years. Thank you for your continued trust and support.

Leveraging our experience to help build your legacy. ™

04/13/2026

Learn ways to help lower your business taxes at different stages of the business lifecycle: https://hubs.li/Q04bwNSp0

04/06/2026

Watch to learn Brad’s take on what the first quarter’s financial numbers mean: https://hubs.li/Q049DpGW0

03/09/2026

Help your children become financially literate by walking them through these basic questions about taxes: https://hubs.li/Q045ZgRH0

02/13/2026

Learn 5 things you can do when looking to return to the workforce: https://hubs.li/Q042WVRP0

01/12/2026

Learn 4 tactics commonly used to steal sensitive information: https://hubs.li/Q03Zk2zW0

01/05/2026

Learn what happened in the markets last year and what may happen in the new year:

Another year is on the books. Watch to learn what happened in the markets last year, and what to watch for in the new year.

12/22/2025

12/08/2025

Don’t leave money on the table: learn how to maximize your workplace perks: https://hubs.li/Q03Xkf3P0