Timely Market Updates
To continue supporting our clients and advisors, our investment team examines the global financial markets and presents Bull Harbor Capital’s current investment outlook.
Wall Street Takes Tax-Loss Harvesting to the Next Level
This insightful article from Bloomberg highlights how money managers have a clever new tactic to cut taxes for rich clients.
Now You Can Avoid Taxes Like The Rich And Famous
This Wall Street Journal piece outlines how technology such as AI widens access to tax-optimization strategies, including the launch of funds that explicitly seek to defer tax payments.
Tax Optimization Is Key To Managing $3 Billion
After leaving a brokerage firm, an investment team focuses on what they call tax-optimized wealth management.
How the Wealthy Save Billions in Taxes by Skirting a Century-Old Law
Congress outlawed tax deductions on “wash sales” in 1921, but Goldman Sachs and others have helped billionaires like Steve Ballmer see huge tax savings by selling stocks for a loss and then replacing them with nearly identical investments.
July Market Update
July 25, 2025
Ken Brodkowitz, Chief Investment Officer of Bull Harbor Capital, provided valuable insights into the global financial markets in a recent GFP Private Wealth Quarterly Market Call.