Precedent Wealth Partners

The market keeps pushing higher… but fewer stocks are doing the heavy lifting. 👀

Tech has surged nearly 40% since March lows, inflation fears are heating up again, and a new Fed Chair is stepping into one of the toughest environments in years. Here’s what’s top of mind this week at Precedent.

Retirees often have a highly appreciated stock position they are reluctant to sell to diversify their portfolio. The tax “hit” that comes by realizing a capital gain can be distasteful! However, what if there was a strategy to avoid that capital gains tax, diversify your holdings, create income, and build tax-free retirement growth — all in one coordinated strategy? Link in bio for the full podcast episode covering CRUTs, Roth Conversions and more.

Markets feel heavy right now — but perspective matters. The S&P 500 just logged a rare five-week losing streak … yet it’s still up from last year’s lows.