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Case Studies & Success Stories

Stability Amid Fear and Chaos

Wealth Enhancement

Stability Amid Fear and Chaos

During the COVID-19 downturn in the spring of 2020, Financial Harvest generated over $3.9M of tax losses in our clients’ taxable accounts while swapping positions to remain fully invested to capture market growth.

This action collectively saved/deferred nearly $1M in future capital gains taxes (assuming a 23.8% capital gains rate) and allows clients to rebalance and use their taxable brokerage accounts for home purchases, remodeling, and other large investments without worrying about the tax bill next year.

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