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.
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Seizing Opportunities Amid Fear and Chaos 

The client began working with Financial Harvest in March 2020, during the market drop of COVID-19. Despite the uncertainty of the economic and financial environment, the client leaned into the agreed-upon investment plan and invested $100k in his brokerage account the day after the COVID market bottom.
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Efficient Withdrawals 

Our client retired from Lockheed Martin Corporation LMT in early January 2020, just before the pandemic, and held over 200 shares of LMT stock in his company 401(k) with a cost basis of approximately $30.9k.
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Maximizing Charitable Impact

Our client had long-held, highly appreciated assets; some legacy assets were inherited from her mother, and some were acquired with her late husband over time.
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Preparing the Next Generation 

A husband recently received a large lump sum distribution from his company's buyout. He wanted to strengthen his family’s financial literacy in the event he predeceases them.
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