Wealth Management & Financial Planning

Wealth Management & Financial Planning

Capital Gains – The Untold Story 1409

Consider This Program with Jamie Burton and Grant Soliven, AIF.
In this segment we will cover:

Everyone looks at income as dividends, however, the world changes and so does our approach to taking income from your portfolio. Join us on Consider This Program to figure out how capital gains will become more significant to your income needs than ever before. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001.

Talking points:
1. Gains-What they are-back to basics
2. Dividends-what they are-back to basics
3. Diversification
4. Difference in the market from 20 years ago to now

• “Phantom Capital Gains”, Joe Clark, CFP Phantom Capital Gains – https://yourlifeafterwork.com/phantom-capital-gains
• “Not Every Basket Is Created Equal”, article by Grant Soliven, AIF Not Every Basket Is Created Equal – https://yourlifeafterwork.com/not-every-basket-is-created-equal

Schedule your complimentary Next Steps meeting today!

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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