The Market Call Show
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Should I Wait For A Losing Investment To Bounce Back? | Episode 30

April 7th, 2022

Why is it so hard to let go of investments when they are losing money?  How will capital gains taxes come into play? There are tradeoffs with every choice, but what strategy will work for you? In this week’s episode of The Market Call Show, Louis Llanes, founder and CEO of Wealthnet Investments LLC, dives into the struggle of eliminating losing investments from your portfolio, the tax implications around those decisions and how inflation can influence your investment choices.

In this episode you'll hear:
The four factors that determine when you should wait for a losing investment to come back: exposure, knowledge, time, and alternatives.
Why am I paying so much in taxes this year? If you're paying a lot of taxes, are you doing something wrong?
Strategies for managing your investments and capital gains so that you aren't paying more taxes than you should in a given year.
How inflation changes the investment landscape and how you can offset it
The benefits and downfalls of investing in real estate
Holding cash in an inflationary environment