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Tax loss harvesting is a routine but important technical strategy advisors employ to offset investor gains in a strategic manner that has beneficial tax consequences. While it’s a small technical maneuver we don’t typically cover in Hilton Insights, it’s important to understand the nature of tax loss harvesting in light of the proposed changes to the tax code. 

The Hilton team weighs in on investor arguments of whether the U.S. economy is experiencing a bubble, and explains that Hilton remains prepared to react in either scenario.

The Hilton Capital team shares an overview of the insights discussed during its most recent investor call.

In his year-end investor letter, Hilton Capital Management’s Tom Maher reflects on a tumultuous 2020, marked by a once-in-a-century pandemic, and shares what he learned from this experience.