Investors should consider positioning their portfolios with taxes in mind.
You can capture losses with crypto, but why go there.
Last month was challenging for the S&P 500. Is there a safe haven?
Another opportunity to take advantage of volatile market conditions.
There are solutions to these challenges.
Why Are Investors Adding to ETFs at Record Pace?
by Solomon Teller, CFA
Chief Investment Strategist, September 13, 2021
The question for advisors and investors is evolving from “if” to “how”.
Perhaps you can have your cake and eat it too.
Why the average equity fund investor has underperformed, but you needn’t.
NEW YORK – Green Harvest Asset Management‘s Chief Investment Strategist, Solomon Teller authored the article How To Build Better Portfolios and Improve After-Tax Outcomes for Dividend.com. An investor’s risk tolerance, need for diversification, and investment costs all need to be considered when creating a plan to maximize gains and reduce tax burdens. But to get to the next level requires a well-developed Tax Benefit Capture (TBC) strategy.
Solomon Teller, CFA, is the Chief Investment Strategist at Green Harvest Asset Management. His blog is published weekly here.