A Strategy to Protect Gains, Defer Taxes, Participate In Market Upside and Collect Dividends

We’re almost nine years into this bull market. This means many of us own investments with significant unrealized gains, and we’d like to protect those profits.

One way to protect our profits is to sell the investment. Simple enough. But selling forces us to realize and pay taxes on all those gains. Besides, maybe we still like the stock for a variety of reasons and want to continue owning it. So selling may not be a great solution, but there is a strategy that can accomplish all our goals. Continue reading “A Strategy to Protect Gains, Defer Taxes, Participate In Market Upside and Collect Dividends”

Guessing Game! Win $25 Gift Card, Gold, or Bitcoin!

Healthcare for our family has been interesting over the last four years. Each year our premiums have increased dramatically while deductibles simultaneously skyrocketed. For a few years, the plan we had was no longer even available the following year.

So let’s make lemons out of lemonade and turn this into a friendly competition.

Continue reading “Guessing Game! Win $25 Gift Card, Gold, or Bitcoin!”

This Has Never Happened Before. The MOST Extreme Stock Market Valuations In History

Executive Summary

  • Over the last month, U.S. stock market valuations, using the most historicallyreliable measures, have become the highest they’ve ever been. Ever.
  • Based on current valuations, the next bear market in stocks may result in losses exceeding 60% from the ultimate top.
  • The next decline will be painful for most investors as every bear market tends to be but particularly problematic for folks nearing retirement and those already retired. All their retirement plans may be in jeopardy if they do not take steps to adequately protect their wealth and preserve their financial independence first and foremost!
  • There is hope for disciplined investors who understand the difference between a marathon and a sprint! For those investors, the next bear market may provide many attractive, sustainable, and sound investment opportunities at much cheaper valuations.

Continue reading “This Has Never Happened Before. The MOST Extreme Stock Market Valuations In History”