For Green Harvest Asset Management, 2018 was a year of growth and innovation, developing and managing eight unique strategies in Active Tax Management.
Despite a number of stomach-turning drops this past year, investors still added a staggering $137 billion in assets to U.S. Equity ETFs.
In this entry, our founder and chief product engineer simplifies tax loss harvesting and breaks down three different ways it’s applied within a portfolio. A closer look shows that one has clear advantages which may lead to an early gift: a better tax strategy in 2019.
It’s the end of the year. In addition to holidays it’s also the season where many advisors and investors start reviewing portfolios for tax-loss harvesting (TLH) opportunities. Here’s 3 quick tips for delivering more efficient investment options throughtout 2019.