---
title: Investments Blog | Investment Management
description: Investment Management | Investments
---

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- [** Blog](https://blog.bh-co.com/blog/investments/tag/investment-management#)
- [** Make A Payment](https://blog.bh-co.com/blog/investments/tag/investment-management#)
- [** Client Logins & Document Sharing](https://blog.bh-co.com/blog/investments/tag/investment-management#)
- [** Important Disclosures](https://blog.bh-co.com/blog/investments/tag/investment-management#)

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# Investments Blog

![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/Tariffs.png)

[Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management)

[Tariffs, Turbulence and the Bigger Picture](https://blog.bh-co.com/blog/investments/tariffs-turbulence-and-the-bigger-picture)

 04/2025

We will attempt to share some apolitical observations about what’s going on, with a little insight into why. None of what follows...

[ Read More ](https://blog.bh-co.com/blog/investments/tariffs-turbulence-and-the-bigger-picture)

![](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/Bitcoin-3.png)

[Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management)

[Bitcoin Update](https://blog.bh-co.com/blog/investments/bitcoin-update)

 04/2024

Bitcoin ETFs have removed many of the barriers to accessing the asset class, prompting Beaird Harris to approve a modest...

[ Read More ](https://blog.bh-co.com/blog/investments/bitcoin-update)

![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/Blog-20-Feb-13-2025-06-57-00-4491-PM.png)

[Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management)

[3 Common Investing Mistakes](https://blog.bh-co.com/blog/investments/3-common-investing-mistakes)

 03/2024

As your financial life grows more complex, managing investments on your own can lead to costly missteps like market timing,...

[ Read More ](https://blog.bh-co.com/blog/investments/3-common-investing-mistakes)

![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/Blog-7-3.png)

[Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management)

[Six Principles for Prosperity: Guiding You in Life and Investing](https://blog.bh-co.com/blog/investments/six-principles-for-prosperity-guiding-you-in-life-and-investing)

 10/2023

We believe the best investment experience is about more than returns—it’s about helping people live better, more meaningful...

[ Read More ](https://blog.bh-co.com/blog/investments/six-principles-for-prosperity-guiding-you-in-life-and-investing)

![](https://blog.bh-co.com/hubfs/Imported_Blog_Media/Blog-10-Feb-13-2025-06-55-11-6068-PM.png)

[Investment Management](https://blog.bh-co.com/blog/investments/tag/investment-management)

[E+R=O: A Formula for Success](https://blog.bh-co.com/blog/investments/ero-a-formula-for-success)

 06/2023

A long-term investment strategy grounded in an enduring philosophy—and supported by the formula E + R = O (Event + Response =...

[ Read More ](https://blog.bh-co.com/blog/investments/ero-a-formula-for-success)

![post-loader](https://blog.bh-co.com/hubfs/post-loader.gif)