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Bear Market Signal
The article discusses bear markets related to the S&P 500 and how it could signal another bear market. Advisors recommend clients lock in gains, especially where large positions are concerned. Capital gains…
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Greed Is Back
The stock market’s recent upswing may offer opportune moments for investors holding concentrated stock positions to divest. Investors reticent to sell due to capital gains taxes might consider a Sec. 664 Stock…
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Breaking: Home Prices Have Peaked
Home prices are trending downwards in English-speaking countries like Canada, New Zealand, Australia, and the US. This decline could present an opportunity for property owners to avoid hefty taxes through Sec. 664…
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Your Clients With Apple Stock: Too Risky?
Apple may be dangerous to your financial health. A month ago, we discussed the dangers of holding concentrated positions in large, “reliable” companies like Apple. Since then, Apple has lost nearly $400 billion…
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Sterling Foundation Management Blog 