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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

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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

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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

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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

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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

Click here for the report.

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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

Click here for the report.

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Harvesting Strategy for May 20 - 24

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

Stocks fall for a third consecutive week.

Click here for the report.

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.

Click here for the report.

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.

Click here for the report.

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