Do you think tariff clarity would benefit the American people? #tariffs #politics #economy #economics #stocks #stockmarket #finance #geopolitics #investor #investing

Solid Investment Returns & Ordinary Losses (simultaneously). That’s like the holy grail. The ORDINARY LOSSES generated by this strategy are not guaranteed, but they’re far more predictable than investment returns from most investments. 10.6% has been the average return experienced based on the ORDINARY LOSSES generated (this is calculated based on the highest federal tax bracket, if you reside in a state that has state taxes, that makes it even more impressive). As a CFP, who spent a decade working at the asset management companies that build strategies like this, this is truly the most powerful investment I’ve seen. And YES, I OWN IT MYSELF. LINK IN BIO IF YOU’D LIKE TO DISCUSS. *past performance is no indication of future returns* #tax #wealthy #highnetworth #finance #stocks #stockmarket #taxawareness #cpa #cfp #investor #investing

Incredible strategy for high net worth individuals- the tax advantage is enormous, especially when in the highest tax bracket. ORDINARY LOSSES- these are written against wages from your job- which for high income earners are taxed at a 40.8% rate. There are lots of strategies that can generate capital losses (that’s the simple result of selling a stock when it goes down- ie. Direct Indexing or Tax Loss Harvesting Strategies)- but I don’t know of another strategy that generates ORDINARY LOSSES. In an environment where markets are uncertain, this strategy is more powerful, with its ability to perform in a down market (like it did in 2022). Share with your high earning/wealthy friends- I’d bet they haven’t heard of it either. Link in Bio to discuss. *past performance is no indication of future returns* #highnetworth #wealthy #tax #taxseason #finance #stocks #stockmarket #investor #cfp

Feel free to drop another question/topic in the comments you’d like me to address. 👇 #financialadvisor #cfp #finance #stocks #stockmarket

What potential downside do you see this year? #stocks #stockmarket #sp500 #investor #investing #cfp #finance #personalfinance #tariffs #economics