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Paoli, PA 19301
610.240.4740 (Main)
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Harvest Financial Partners Relationship Summary

Harvest Financial Partners Disclosure Brochure

Harvest Financial Partners Blog

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401(k) Comments

John made some great comments in an article on 401(k)s

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Third Avenue Real Estate Value Fund

On May 20, we spoke with Sean McTernan, Managing Director of Marketing at Third Avenue about their Real Estate Value Fund

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Article on

We were quoted for an article on

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401(k) Plans

John was quoted in a nice article on 401(k) plans.

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Oppenheimer Developing Markets Fund

Oppenheimer as a firm, and the management team of the Developing Markets Fund, are research driven and fundamentally focused. Instead of starting with a broad based macro view about countries and sectors currently that seem most attractive and then looking for investments in those areas, the fund’s weightings are the result of their individual stock analysis.

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The Lord Abbett Short Duration Bond Fund

On May 7, we spoke with Don Annino, a portfolio specialist at Lord Abbett about the Short Duration Income Fund. The fund attempts to maximize return by investing across all bond market sectors including investment grade and high yield corporates, mortgage, government, and asset backed securities while keeping the fund’s duration (a measure of interest rate sensitivity) within a 1-3 year range.

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Getting back in the market

How To Get Off The Sidelines And Start Investing Again – It’s Not Too Late

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