Clear Picture Financial - Wichita

Did you know you could potentially lose 30 to 40% of your assets to TAXES in retirement? Especially if you have a lot of income in taxable accounts, or a lot of income through your LLC? That’s why creating an ongoing tax strategy to protect your wealth and lifestyle is critical.

Listen in as🎙️ Andy [The Man] Merchant and Jason Noble🎙️”Protecting Wealth from Taxes and Distributions.”
🎧 LISTEN NOW: https://bit.ly/3EIdeyM

"20 Minutes of Clarity” is a podcast that focuses on ACTIONABLE strategies and ideas to answer the wealth questions you have, hosted by Prime Capital Financial Wealth Advisors Andy Merchant and Jason Noble. Listen to more podcasts at these links:
https://bit.ly/3X8cS9I
https://bit.ly/3X7bx2X

20 Minutes of Clarity | Protecting Wealth from Taxes and Distributions Welcome to "20 Minutes of Clarity," the podcast that focuses on strategies and ideas to answer the wealth questions you have, hosted by Prime Capital Wealth ...

With Public Market Volatility Up shouldn’t you consider assets that don’t react the same way as the public markets?

We often get caught up in the short-term fluctuations of the major indices—S&P 500, Dow Jones, and Nasdaq—and assume that our portfolios are down by the same amount. In reality, most portfolios are diversified and don’t fully mirror any of these indices. As a result, while the portfolio may still be down, the drop is generally not as steep.

As I explore more strategies for truly diversifying a client's portfolio, the goal is clear: reduce the impact of any one asset or sector on the overall portfolio, thereby minimizing potential losses. But here’s the question: Are you really achieving true diversification if you're only spreading your assets across public market investments—stocks and bonds?
As of March 11, 2025, YTD returns show the following:
S&P 500: -5.26%
Nasdaq: -9.21%
AGG (bond index): +1.56%

Looking at a shorter timeframe (the past 5 days):
S&P 500: -3.41%
Nasdaq: -4.49%
AGG: -0.51%

The only way to minimize losses is to either limit the upside potential or be extremely timely with reallocations. We’re in a unique period where accumulation annuities can provide a better risk adjusted profile with a potentially higher return. A 15 mintue call with me or my team could make a difference.

🎙️ Andy [The Man] Merchant and Jason Noble’s 🎙️ newest podcast has dropped: What Life Insurance Do You Need to Protect Your Family at Every Life Stage?

🎧 LISTEN TO IT NOW: https://bit.ly/4he8Btp

"20 Minutes of Clarity” is a podcast that focuses on ACTIONABLE strategies and ideas to answer the wealth questions you have, hosted by Prime Capital Financial Wealth Advisors Andy Merchant and Jason Noble. Listen to more podcasts at these links:
https://bit.ly/3X8cS9I
https://bit.ly/3X7bx2X