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Green Harvest Asset Management regularly publishes short Insights on a variety of topics for asset managers, clients, and interested individuals alike. Check back to this page for our latest Insight into tax-loss harvesting and asset management.

1Q 2019 Investment Strategy Commentary

In our 2018 End of Year letter, we discussed how Green Harvest Asset Management’s innovative tax-loss harvesting process captured potential tax benefits[1] to help offset the effects of market declines in 2018. Now with markets rallying again this year, were there any tax benefits to be captured in the first quarter?  Read on for the good news!

2018 End of Year Letter

For Green Harvest Asset Management, 2018 was a year of growth and innovation, developing and managing eight unique strategies in Active Tax Management.