| Timing Isn’t Everything. With the stock market reaching all-time highs, some investors question if it’s too late to get in. Others wonder if it’s time to sell. What should you do? If history guides us, we will do what is best for us. As you might tell, your answer will be less about timing the stock market and more about providing what you need. And it will involve other aspects of your financial needs, such as income taxes, insurance coverage, and your legacy. Last week, I presented “Unlocking the Potential: Real Estate,” highlighting tax-efficient ways to trade out of long-held real estate investments. Unsurprisingly, the presentation addressed many of the same questions. If the questions and concerns from the stock market reaching all-time highs are no different from those for long-held investments, timing cannot be everything or even a major topic. I’ve recently heard radio ads for California Psychics who offer to help you “to get the clarity and the guidance you need.” Their offer could be from Wall Street if you change a few words. Instead of consulting with a psychic, I encourage you to use questions raised by the stock market reaching all-time highs to spur you to review and update your financial plans and focus on doing what is best for you. Visit our Website: Lifetime Legacy Services  Speaking Engagement As I mentioned last week, I had the opportunity to present at a CPA firm as part of their ongoing education series for clients. If you would like to arrange a presentation for yourself or your firm, or know others who want to expand what they know and provide to their clients, feel free to contact us. Contact us: Presentation, Webinar, Speaking Engagement Email: client.services@lifetimelegacyservices.com Have you read my book? “Investing 3.0” by Rick Raybin Rick Raybin, Managing Director of Lifetime Legacy Services, is a Certified Financial Planner™. Lifetime Legacy Services (LLS) is an independent, fee-only financial planning and advisory firm that focuses on putting the needs of its clients above all else. “This is my purpose in life.” – Rick Raybin Rick has been providing financial advice since he began his career as a CPA. In 2006 he launched LLS as Lifetime Capital Group, a Registered Investment Advisor. In 2017, he published “Investing 3.0: What the Creators of Index Funds Discovered and How to Profit from It”. Rick is passionate about serving his clients well and pursuing excellence in everything he does – from work to developing educational content for investors to spending time with his family and loved ones. PS – I am working on my 2nd book. Stay tuned for progress! Did you find this information helpful? If you know anyone you think might benefit from our advise and expertise, please feel free to forward this to them. Thank you! |
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