--- title: Investments Blog | Tra Sullivan description: Investments --- Weclome [![Logo](https://bh-co.flywheelstaging.com/wp-content/uploads/2025/08/l2-1.png)](https://bh-co.com/) ** - [** Blog](https://blog.bh-co.com/blog/investments/author/tra-sullivan#) - [** Make A Payment](https://blog.bh-co.com/blog/investments/author/tra-sullivan#) - [** Client Logins & Document Sharing](https://blog.bh-co.com/blog/investments/author/tra-sullivan#) - [** Important Disclosures](https://blog.bh-co.com/blog/investments/author/tra-sullivan#) - [**](https://www.facebook.com/) - [**](https://www.instagram.com/) - [**](https://x.com/) - [**](https://www.linkedin.com/) [![Logo](https://bh-co.flywheelstaging.com/wp-content/uploads/2025/08/l2-1.png)](https://bh-co.com/) ** - [** Blog](https://blog.bh-co.com/blog/investments/author/tra-sullivan#) - [** Make A Payment](https://blog.bh-co.com/blog/investments/author/tra-sullivan#) - [** Client Logins & Document Sharing](https://blog.bh-co.com/blog/investments/author/tra-sullivan#) - [** Important Disclosures](https://blog.bh-co.com/blog/investments/author/tra-sullivan#) - [**](https://www.facebook.com/) - [**](https://www.instagram.com/) - [**](https://x.com/) - [**](https://www.linkedin.com/) # Posts by – Tra Sullivan ![Illustration of portfolio allocation changes and asset diversification used to support tax-efficient investing and tax-loss harvesting strategies.](https://blog.bh-co.com/hubfs/Rebalance.png) [Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management) [What Is Tax-Loss Harvesting? Benefits, Risks, and Key Rules to Know](https://blog.bh-co.com/blog/investments/what-is-tax-loss-harvesting-benefits-risks-and-key-rules-to-know) 06/2026 Learn how tax-loss harvesting works, its potential tax benefits, wash-sale rules to avoid, and key considerations for investors... [ Read More ](https://blog.bh-co.com/blog/investments/what-is-tax-loss-harvesting-benefits-risks-and-key-rules-to-know) ![](https://blog.bh-co.com/hubfs/How%20Tax%20Drag%20Impacts%20After-Tax%20Returns%20for%20High-Net-Worth%20Investors%20(1).png) [Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management) [How Tax Drag Impacts After-Tax Returns for High-Net-Worth Investors](https://blog.bh-co.com/blog/investments/how-tax-drag-impacts-after-tax-returns-for-high-net-worth-investors) 03/2026 For high-net-worth investors, tax drag is not a secondary consideration. It is a persistent and often under-measured factor that... [ Read More ](https://blog.bh-co.com/blog/investments/how-tax-drag-impacts-after-tax-returns-for-high-net-worth-investors) ![](https://blog.bh-co.com/hubfs/article_investing-can-be-a-roller-coaster-three-tips-for-enjoying-the-ride_thumb-1-1.png) [Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management) [Investing Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs](https://blog.bh-co.com/blog/investments/investing-can-be-a-roller-coaster-three-tips-for-riding-out-the-ups-and-downs) 03/2025 Markets can be volatile, but history shows that staying invested through ups and downs has rewarded disciplined investors. By... [ Read More ](https://blog.bh-co.com/blog/investments/investing-can-be-a-roller-coaster-three-tips-for-riding-out-the-ups-and-downs) ![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/Presidential-Elections-What-Do-They-Mean-for-Markets-1-3.png) [Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management) [Presidential Elections: What Do They Mean for Markets?](https://blog.bh-co.com/blog/investments/presidential-elections-what-do-they-mean-for-markets) 10/2024 It’s almost Election Day in the US once again. While the outcome may be uncertain, one thing we can count on is that plenty of... [ Read More ](https://blog.bh-co.com/blog/investments/presidential-elections-what-do-they-mean-for-markets) ![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/implementing-reversal-screens_thumb-3.png) [Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management) [10 Key Principles Every Investor Should Know](https://blog.bh-co.com/blog/investments/what-every-investor-should-know) 06/2024 Whether you’ve been investing for decades or are just getting started, at some point you’ll likely ask yourself some fundamental... [ Read More ](https://blog.bh-co.com/blog/investments/what-every-investor-should-know) ![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/article_mind-over-matter-perspective-on-the-debt-ceiling-for-investors_thumb-3.png) [Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management) [Mind over Matter: Perspective for Investors on the US Debt Ceiling](https://blog.bh-co.com/blog/investments/mind-over-matter-perspective-for-investors-on-the-us-debt-ceiling) 05/2023 Perspective for Investors on the US Debt Ceiling ... If ongoing debate over the debt ceiling is giving you a dizzying sense of... [ Read More ](https://blog.bh-co.com/blog/investments/mind-over-matter-perspective-for-investors-on-the-us-debt-ceiling) ![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/mkt-9308-do-downturns-lead-to-down-years-blog-social-2-1-3.png) [Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management) [Do Downturns Lead to Down Years?](https://blog.bh-co.com/blog/investments/do-downturns-lead-to-down-years) 06/2022 Volatility is a normal part of investing. Market tumbles may be scary, but they shouldn’t be surprising. [ Read More ](https://blog.bh-co.com/blog/investments/do-downturns-lead-to-down-years) ![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/Blog-4-Feb-13-2025-06-53-20-7953-PM.png) [Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management) [Will Inflation Hurt Stock Returns?](https://blog.bh-co.com/blog/investments/will-inflation-hurt-stock-returns) 09/2021 Will Inflation Hurt Stock Returns? Not Necessarily. ... Going all the way back to 1926, the annualized inflation-adjusted return... [ Read More ](https://blog.bh-co.com/blog/investments/will-inflation-hurt-stock-returns) ![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/Large-and-In-Charge_-Giant-Firms-atop-Market-Is-Nothing-New_-3.png) [Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management) [Large and In Charge? Giant Firms atop Market Is Nothing New.](https://blog.bh-co.com/blog/investments/large-and-in-charge-giant-firms-atop-market-is-nothing-new) 06/2020 Large and in charge? Giant firms atop market is nothing new. ... A breakdown of the largest US stocks by decade in Exhibit 2... [ Read More ](https://blog.bh-co.com/blog/investments/large-and-in-charge-giant-firms-atop-market-is-nothing-new) ![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/Long-Term-Investors-Don%E2%80%99t-Let-a-Recession-Faze-You-1-3.png) [Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management) [Long-Term Investors, Don’t Let a Recession Faze You](https://blog.bh-co.com/blog/investments/long-term-investors-dont-let-a-recession-faze-you) 05/2020 Economic downturns can be worrying, but research shows stock prices generally have fallen even before a recession begins. [ Read More ](https://blog.bh-co.com/blog/investments/long-term-investors-dont-let-a-recession-faze-you) ![post-loader](https://blog.bh-co.com/hubfs/post-loader.gif)