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Harvesting Strategy for September 14 - 18

Tuesday September 22, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Unlock the ETF Toolbox for Today’s Market
Continuing our discussion about the market dynamics favoring hedging strategies that directly short sell ETFs.

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Harvesting Strategy for September 7 - 11

Tuesday September 15, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Take Less Risk… Pay Less Taxes… Keep it Simple 
Investors may want to discuss with their wealth manager the benefits and risks of hedging strategies using ETFs.

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Harvesting Strategy for August 31 - September 4

Tuesday September 8, 2020, by Solomon Teller, CFA , Chief Investment Strategist

How to Benefit From Peaks and Declines 
Reacting to a volatile week.

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Harvesting Strategy for August 24 - 28

Monday August 31, 2020, by Solomon Teller, CFA , Chief Investment Strategist

The Other Side of Innovation 
Lessons from compelling ideas and technologies.

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Harvesting Strategy for August 17 - 21

Monday August 24, 2020, by Solomon Teller, CFA , Chief Investment Strategist

2020: An After-Tax Investing Year for the Ages
Tax Benefit Capture is a critical tool to potentially help lower overall tax cost

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Harvesting Strategy for August 10 - 14

Monday August 17, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Tech and Taxes
Harvest Your Gain with Less Pain

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Harvesting Strategy for July 20 - 24

Monday July 27, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Tails First
How can a hedged position yield tax benefit opportunities and be a source of returns?

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Harvesting Strategy for July 13 - 17

Monday July 20, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Hedges Harvested as Stocks Headed Higher

Let’s Look Under the Hood of TBC in a Rising Market

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Harvesting Strategy for July 6 - 10

Monday July 13, 2020, by Solomon Teller, CFA , Chief Investment Strategist

It’s Not What You Make But What You Keep
Taking steps now to improve after-tax returns in 2020

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Harvesting Strategy for June 29 - July 2

Monday July 6, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Do What Buffett Says, Not What He Does
Mr. Buffett has been picking stocks for nearly eight decades.  Yet, he has repeatedly said that most people would be better off just buying an S&P 500 index fund.

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Harvesting Strategy for June 22 - 26

Monday June 29, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Where’s the Tax Alpha?
A Tale of Two Sectors

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Harvesting Strategy for June 15 - 19

Monday June 29, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Tax Season Is Here
It’s not about what you make but what you keep

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Harvesting Strategy for June 8 - 12

Monday June 15, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Festival of the Fearless and a Few Other Updates

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Harvesting Strategy for June 1 - 5

Monday June 8, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Managing Tail Risk and The In Between
We don’t really know when we’re in the tails except in hindsight

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Harvesting Strategy for May 26 - 29

Monday June 1, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Just Another May Away From All Time Highs
What if there was a way to protect client assets by reducing capitulation?

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Harvesting Strategy for May 11 - 15

Monday May 18, 2020, by Solomon Teller, CFA , Chief Investment Strategist

3 Critical Tools for This Market Environment
No need to start from scratch

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Harvesting Strategy for May 4 - 8

Monday May 11, 2020, by Solomon Teller, CFA , Chief Investment Strategist

How Did We Do?
Capturing benefits in both up and down markets, a YTD update

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Harvesting Strategy Analysis for the Month of April

Monday May 4, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Making the Most of the Journey There and (Mostly) Back Again

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Harvesting Strategy for April 20 - 24, 2020

Monday April 27, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Investing While in the Upside Down

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Harvesting Strategy for April 13 - 17, 2020

Monday April 13, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Not Throwing Away Your Shot

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Harvesting Strategy for April 6 - 9, 2020

Monday April 13, 2020, by Jeff Conway, CFA CAIA, Chief Investment Officer

Alpha Turnover?

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Harvesting Strategy for March 30 - April 3, 2020

Monday April 6, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Manage Risk Thoughtfully and Efficiently

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Harvesting Strategy for March 23 - March 27, 2020

Monday March 30, 2020, by Solomon Teller, CFA , Chief Investment Strategist

The Ballast in the Storm

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Harvesting Strategy for March 16 - March 20, 2020

Monday March 23, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Finding Hope (and Tax Benefits) in the Time of Coronavirus

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Harvesting Strategy for March 9 - March 13, 2020

Monday March 16, 2020, by Solomon Teller, CFA , Chief Investment Strategist

2 Schools of Thought on How to React to The Market

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Harvesting Strategy for March 2 - March 6, 2020

Tuesday March 10, 2020, by Solomon Teller, CFA , Chief Investment Strategist

When Volatility Knocks, How Do You Answer?

Harvesting Strategy for February 24 - February 28, 2020

Tuesday March 3, 2020, by Solomon Teller, CFA , Chief Investment Strategist

Stocks Crater; How to Benefit Without Having to Buy the Dip

Harvesting Strategy for February 17 - February 21, 2020

Tuesday February 25, 2020, by Solomon Teller, CFA , Chief Investment Strategist

SPCE Week for Stocks

Harvesting Strategy for February 3 - February 7, 2020

Monday February 10, 2020, by Solomon Teller, CFA , Chief Investment Strategist

3 Investment Rules of Thumb Updated for Today’s Markets

Harvesting Strategy for January 27 - January 31, 2020

Monday February 3, 2020, by Jeff Conway, CFA CAIA, Chief Investment Officer

The Round Trip

Harvesting Strategy for January 20 - January 24, 2020

Monday January 27, 2020, by Solomon Teller, CFA, Chief Investment Strategist

Capturing Tax Benefits in Both Directions

Harvesting Strategy for January 6 - January 10, 2020

Monday January 13, 2020, by Solomon Teller, CFA, Chief Investment Strategist

When is a Loss Not Just a Loss?

Ancestors.Diorama

Harvesting Strategy for December 30 - January 3, 2020

Monday January 6, 2020, by Solomon Teller, CFA, Chief Investment Strategist

Harvesting in the New Year!

NYC.sunset

Harvesting Strategy for December 9 - December 13, 2019

Monday December 16, 2019, by Solomon Teller, CFA, Chief Investment Strategist

REITS Harvested while Stocks Mostly Rise

Office.landscape

Harvesting Strategy for December 2 - December 6, 2019

Monday December 9, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Industrials Diverged, Tax Benefits Captured

RockCenterTree.b-w

Harvesting Strategy for November 25 - November 29, 2019

Monday December 2, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Winter is Coming, and so are Capital Gains  

TBC Graph.4

Harvesting Strategy for November 11 - November 15, 2019

Monday November 18, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Harvesting While U.S. Stocks Are Up Six Straight Weeks  

Army.Helmet

Harvesting Strategy for November 4 - November 8, 2019

Monday November 11, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Stocks Up but Harvesting Continues

Baseball.stadium

Harvesting Strategy for October 28 - November 1, 2019

Monday November 4, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Be in the Game Every Minute

City.Halloween

Harvesting Strategy for October 21 - 25, 2019

Monday October 28, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Don’t be Scared by Distribution Season; Happy Halloween!

Wristwatch.Capture

Harvesting Strategy for October 14 - 18, 2019

Monday October 21, 2019, by Solomon Teller, CFA, Chief Investment Strategist

It’s Never Been a Better Time for Tax Benefit Capture

Capture.Fall

Harvesting Strategy for October 7 - 11, 2019

Monday October 14, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Q4 Volatility; Great for Tax Benefit Capture but How to Proceed

Acorn

Harvesting Strategy for September 30 - October 4, 2019

Monday October 7, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Timely Tax Benefit Capture as Stocks Drop First Week of Q4; Why It Matters

Hay bail field long

Harvesting Strategy for September 23-27, 2019

Monday September 30, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Do Stocks Care About Impeachment?

MacroWave

Harvesting Strategy for September 16-20, 2019

Monday September 23, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Newsy Week but Stocks Resilient Until the End

Boat.pic.4

Harvesting Strategy for September 9-13, 2019

Monday September 16, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Stocks Up Slightly; Unseen Cross Currents

Large field

Harvesting Strategy for September 3-6, 2019

Monday September 9, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Stocks Rally in Short Week; Longer Term, Tax Benefit Capture May Be Having its Moment

Sun on Field

Harvesting Strategy for August 19-August 23, 2019

Monday August 26, 2019, by Solomon Teller, CFA, Chief Investment Strategist

A Quick Note for the End of Summer

Energy field

Harvesting Strategy for August 12-August 16, 2019

Monday August 19, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Stock Volatility Continues; Make Lemonade

Rolling Hills

Harvesting Strategy for August 5-August 9, 2019

Monday August 12, 2019, by Solomon Teller, CFA, Chief Investment Strategist

The Market is a Rollercoaster: How to Enjoy the Ride

Harvest Wagon

Harvesting Strategy for July 29-August 2, 2019

Monday August 5, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Rates Cut, Markets Fall. Talks of Tariffs, Markets Fall. Turn Volatility Into Opportunity

HarvestField

Harvesting Strategy for July 22-26, 2019

Monday July 29, 2019, by Solomon Teller, CFA, Chief Investment Strategist

S&P 500® Rises But Tax Benefit Capture Is Back; Why That Matters

Openfield

Harvesting Strategy for July 15-19, 2019

Monday July 22, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Rally Fades With S&P 500 Down Slightly; Tax Benefit Capture On the Cusp

7.13.19.chart

Harvesting Strategy for July 8-12, 2019

Monday July 15, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Equity Markets Rise for 6th Straight Week; Green Harvest’s Tax Benefit Capture Finally Takes a Pause

Energy.Bulb-grass

Harvesting Strategy for July 1-5, 2019

Monday July 8, 2019, by Solomon Teller, CFA, Chief Investment Strategist

Equity Markets Rise for 5th Straight Week, Yet the Energy Sector Still Offered Up Tax Benefit Captures

Resolute Investment Managers Finalizes Investment in Green Harvest Asset Management

MONDAY JULY 1, 2019

Resolute Investment Managers, Inc. (“Resolute”), a diversified, multi-affiliate asset management platform with more than 40 affiliated and independent investment manager partnerships, announced today the completion of its minority investment in Green Harvest Asset Management, an asset manager specializing in tax-loss harvesting strategies designed to provide tax benefits through portfolios comprised of low-cost, brand-name, exchange-traded funds (ETFs). Under the terms of the deal, Green Harvest will operate as an independent affiliate of Resolute, which will provide additional distribution resources and operational support to the firm.

Read the full press release here.

RollingGrassField

Harvesting Strategy for June 24-28, 2019

Monday July 1, 2019, by Solomon Teller, CFA, Chief Investment Officer

Broad Markets Were Mostly Flat, with a Few Select Opportunities such as REITs

Field.bladesgrass

Harvesting Strategy for June 17-21, 2019

Monday June 24, 2019, by Solomon Teller, CFA, Chief Investment Officer

Near Zero Pullback in the S&P500, but Pockets of Opportunity Remained

Field.grains

Harvesting Strategy for June 10-14, 2019

Monday June 17, 2019, by Solomon Teller, CFA, Chief Investment Officer

GreenField

Harvesting Strategy for June 3-7, 2019

Monday June 10, 2019, by Solomon Teller, CFA, Chief Investment Officer

Stocks Finish Week Strong; Green Harvest Continues to Capture Tax Benefits

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Harvest.IMAGE

Harvesting Strategy for May 28 - 31

Monday June 3, 2019, by Solomon Teller, CFA, Chief Investment Officer

A Fourth Down Week and a Year-to-Date Review

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HarvStrat5.28

Harvesting Strategy for May 20 - 24

Tuesday May 28, 2019, by Solomon Teller, CFA, Chief Investment Officer

Stocks fall for a third consecutive week.

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Harvesting Strategy for May 13 - 17

Monday May 20, 2019, by Solomon Teller, CFA, Chief Investment Officer

Underneath last week’s 0.80% decline in the S&P500 was a volatile ride.

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Harvesting Strategy for May 6 - 10

Tuesday May 14, 2019 by Solomon Teller, CFA, Chief Investment Officer

Tariffs and other geopolitical tensions made headlines last week as equity markets swooned and volatility increased.

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Resolute Announces Investment in Green Harvest Asset Management

Tuesday April 30, 2019

Resolute Investment Managers, Inc. (“Resolute”), a diversified, multi-affiliate asset management platform with more than 40 affiliated and independent investment manager partnerships, announced today an agreement to acquire a minority interest in Green Harvest Asset Management, a Portsmouth, New Hampshire-based asset manager specializing in providing tax-loss harvesting strategies that are designed to provide tax benefits through portfolios comprised of low-cost, brand-name, exchange-traded funds (ETFs).

Read the full press release here.

It's Time for a Fresh Approach

Friday April 26, 2019.

Check out Green Harvest Asset Management’s new animation explainer video!

2018 End of Year Letter

Make This Trend Your Trend

An Early Gift for the 2019 Tax Year

Why December Is Not the Only Time for Tax-Loss Harvesting