Harvey Investment Management

07/01/2026

What happened in the financial markets during the second quarter? Watch to find out:

Watch to learn what happened in the markets during the second quart...

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