How Rising Tax Rates Could Accelerate Direct Indexing Growth
by Solomon Teller, CFA
Chief Investment Strategist, October 19, 2021
Investors should consider positioning their portfolios with taxes in mind.
Crypto for Tax Loss Harvesting; 
Is There a Better Way?
by Solomon Teller, CFA
Chief Investment Strategist, October 11, 2021
You can capture losses with crypto, but why go there.
September Review: Fall (Tax Loss) Harvesting
by Solomon Teller, CFA
Chief Investment Strategist, October 4, 2021
Last month was challenging for the S&P 500. Is there a safe haven?
Tax Loss Harvest Opportunity: 
S&P 500 Down 5% Before Bouncing Back
by Solomon Teller, CFA
Chief Investment Strategist, September 27, 2021
Another opportunity to take advantage of volatile market conditions.
‘Tis the Season for Cap Gain Distributions Estimates
(But They Needn’t Be So Taxing)
by Solomon Teller, CFA
Chief Investment Strategist, September 20, 2021
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”.
Tax Benefit Capture Without Contradiction
by Solomon Teller, CFA
Chief Investment Strategist, September 7, 2021
Perhaps you can have your cake and eat it too.
How to Be an Above Average Investor
by Solomon Teller, CFA
Chief Investment Strategist, August 30, 2021
Why the average equity fund investor has underperformed, but you needn’t.
August 9, 2021 For Immediate Release:
How to Build Better Portfolios and Improve After-Tax Outcomes
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.
