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How A Stop Loss Strategy Can Potentially Reduce Your Investment Risk
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Peak Financial Freedom Group
916-791-7063
In the past, when the stock market crashed, you were told to “Ride It Out”.
When the stock market lost -50 percent in 2000-2002 and again in 2007-2009, you were told you’d easily recover, and then you make a good gain.
We’ll never tell you to ride out a large stock market loss, because it only means one thing: RIDING THE STOCK MARKET DOWN.
An alternative can be utilizing a Stop Loss investment strategy in your portfolio.
Simply put, if your benchmark holdings go down by a specific, pre-determined amount, you GET OUT of the stock market - and you stay out - until the rollercoaster is over.
Once your benchmarks show positive, sustained momentum, you get back in the stock market.
Your funds have the opportunity for growth, but the number one goal is reducing large stock market losses. You could suffer a loss larger than the stop loss, there is no guarantee of gains, you’ll pay an annual fee, and income isn’t guaranteed.
If you want to learn how a Stop Loss Investment Plan can be used to reduce your risk, call us today.
DISCLOSURE - All presentation data is provided and intended to be used for general educational purposes only and is not intended as a solicitation for you to buy or sell any financial product. None of the material in this presentation is intended to give you, nor are the presenters engaged in giving you, specific tax, investment, real estate, legal, estate, retirement, or financial advice, but rather to serve as an educational platform to deliver information; nor is it intended to show you how the strategies presented can specifically apply to your own tax, investment, estate, financial, or retirement position, but rather to offer an idea of how these principles generally may apply. Stocks, bonds, or mutual funds have risks and can lose principal, even with a stop loss, and there is no guarantees of gains, as past performance is not indicative of future positive investment results. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund a new portfolio and/or annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. You can’t invest directly into a stock market index. A fixed index annuity with an income rider can protect your savings from losses and provide you guaranteed lifetime income, but you could incur surrender charges, gains aren’t guaranteed, you’ll pay a fee, and guarantees are backed by the financial strength claims paying ability of the issuing annuity company. Illustrations/projections displayed within this presentation are hypothetical in nature and should not serve as the sole determining factor in making financial decisions. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions. By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. Seminars, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC. If you place assets under management with our firm, we are paid an advisory fee, and if you purchase an annuity from our firm, we are paid commissions from an insurance company.
Investment Advisor Representatives of and Advisory Services offered through Fiduciary Solutions, LLC, a Registered Investment Advisor. Peak Financial Freedom Group LLC is primarily a fixed insurance sales organization and provides no Advisory Services. PFFG Insurance Agency LLC, CA License #0N14103, is a licensed insurance agency and provides no Advisory Services. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are separate affiliated entities. Insurance products and services provided by PFFG Insurance Agency LLC and independent agents. Jim Files CA Insurance License #0F06511 Dan Ahmad CA Insurance License #0732913
2520 Douglas Boulevard, Suite 110, Roseville, CA 95661
916-791-7063
In the past, when the stock market crashed, you were told to “Ride It Out”.
When the stock market lost -50 percent in 2000-2002 and again in 2007-2009, you were told you’d easily recover, and then you make a good gain.
We’ll never tell you to ride out a large stock market loss, because it only means one thing: RIDING THE STOCK MARKET DOWN.
An alternative can be utilizing a Stop Loss investment strategy in your portfolio.
Simply put, if your benchmark holdings go down by a specific, pre-determined amount, you GET OUT of the stock market - and you stay out - until the rollercoaster is over.
Once your benchmarks show positive, sustained momentum, you get back in the stock market.
Your funds have the opportunity for growth, but the number one goal is reducing large stock market losses. You could suffer a loss larger than the stop loss, there is no guarantee of gains, you’ll pay an annual fee, and income isn’t guaranteed.
If you want to learn how a Stop Loss Investment Plan can be used to reduce your risk, call us today.
DISCLOSURE - All presentation data is provided and intended to be used for general educational purposes only and is not intended as a solicitation for you to buy or sell any financial product. None of the material in this presentation is intended to give you, nor are the presenters engaged in giving you, specific tax, investment, real estate, legal, estate, retirement, or financial advice, but rather to serve as an educational platform to deliver information; nor is it intended to show you how the strategies presented can specifically apply to your own tax, investment, estate, financial, or retirement position, but rather to offer an idea of how these principles generally may apply. Stocks, bonds, or mutual funds have risks and can lose principal, even with a stop loss, and there is no guarantees of gains, as past performance is not indicative of future positive investment results. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund a new portfolio and/or annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. You can’t invest directly into a stock market index. A fixed index annuity with an income rider can protect your savings from losses and provide you guaranteed lifetime income, but you could incur surrender charges, gains aren’t guaranteed, you’ll pay a fee, and guarantees are backed by the financial strength claims paying ability of the issuing annuity company. Illustrations/projections displayed within this presentation are hypothetical in nature and should not serve as the sole determining factor in making financial decisions. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions. By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. Seminars, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC. If you place assets under management with our firm, we are paid an advisory fee, and if you purchase an annuity from our firm, we are paid commissions from an insurance company.
Investment Advisor Representatives of and Advisory Services offered through Fiduciary Solutions, LLC, a Registered Investment Advisor. Peak Financial Freedom Group LLC is primarily a fixed insurance sales organization and provides no Advisory Services. PFFG Insurance Agency LLC, CA License #0N14103, is a licensed insurance agency and provides no Advisory Services. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are separate affiliated entities. Insurance products and services provided by PFFG Insurance Agency LLC and independent agents. Jim Files CA Insurance License #0F06511 Dan Ahmad CA Insurance License #0732913
2520 Douglas Boulevard, Suite 110, Roseville, CA 95661
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