Amplius Wealth Advisors

Could a 351 exchange help you defer taxes on your concentrated stock holdings? If you're sitting on large unrealized gains from company stock awards or tech winners like Apple, Nvidia, Microsoft, Broadcom, or ETFs like SPY, QQQ, and VOO, a 351 exchange could be your perfect solution. Exchange these positions into a new ETF to defer capital gains taxes while diversifying your portfolio. It’s a modern approach to the "tax paralysis" portfolio dilemma. Join Aaron Marks, Matthew Liebman, CFA?, CRPC?, CAIA? and Patrick Swift, CFP? for webinar Thursday at noon eastern! Register here: https://lnkd.in/eppkcTw7 Disclaimer: Past performance does not guarantee or indicate future of results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss.

Amplius in the News ??? We’re proud to share that Aaron Marks was recently featured in Barron's, where he offered valuable insights on how next-gen advisors can connect with and retain younger investors. His main message? A little TLC goes a long way—today’s younger clients are looking for personalized service, creative financial strategies, and genuine engagement from their advisors. Those who lean into social media, support short-term goals, and prioritize trust are set to lead the future of wealth management. ?? Read more: https://lnkd.in/gMwYiZvB

Want to adjust your portfolio while deferring taxes? Discover the benefits of a 351 exchange! ?? Join the Amplius team this Thursday at 12:00 PM ET for a brief, informative webinar: https://lnkd.in/eppkcTw7 Disclaimer: Past performance does not guarantee or indicate future results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss.

Want More Long-Term Wealth? Pay More In Taxes. Most people try to minimize their taxes each year—but what if paying more now could save you significantly over your lifetime? Smart tax planning isn't just about the present; it's about long-term strategy. At Amplius, we explore how strategies like Roth conversions, tax bracket optimization, and proactive retirement income planning can help you stay ahead of future tax burdens. Read the full blog by Patrick Swift, CFP?, to learn how you can take control of your tax future: https://hubs.ly/Q03c_d2v0 #TaxPlanning #WealthManagement #FinancialStrategy

Diversification pays off when you least expect it—international stocks and small caps are finally having their moment. Stay disciplined, stay balanced! #Investing #Diversification Disclaimer: Past performance does not guarantee or indicate future results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss.

Want to adjust your portfolio without triggering taxes? A 351 exchange might be the solution! ?? Join the Amplius team this upcoming Thursday, March 20th at NOON ET for a quick, informative webinar: https://lnkd.in/eppkcTw7 Don’t miss out—register today! #Investing #TaxPlanning #ETF #351Exchange Disclaimer: Past performance does not guarantee or indicate future results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss.

Uncertainty is everywhere—markets, business, life. The key? Focus on what you can control and think long-term. Disclaimer: Past performance does not guarantee or indicate future results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss.

Could a 351 exchange help you defer taxes on your concentrated stock holdings? If you're sitting on large unrealized gains from company stock awards or tech winners like Apple, Nvidia, Microsoft, Broadcom, or ETFs like SPY, QQQ, and VOO, a 351 exchange could be your perfect solution. Exchange these positions into a new ETF to defer capital gains taxes while diversifying your portfolio. It’s a modern approach to the "tax paralysis" portfolio dilemma. Join Aaron Marks, Matthew Liebman, CFA?, CRPC?, CAIA? and Patrick Swift, CFP? for webinar Thursday at noon eastern! Register here: https://lnkd.in/eppkcTw7 Disclaimer: This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results. This information is not intended to be legal or tax advice.

Looking to make changes within your portfolio while deferring the tax bill? Learn about a 351 exchange. ?? Join the Amplius team for a quick, informative webinar TODAY at 12:00 PM ET to learn more about a 351 exchange: https://lnkd.in/eppkcTw7 Disclaimer: Past performance does not guarantee or indicate future results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss.

?? New Wealth Amplifier Podcast Episode – "Tariffs, Trade Wars, Volatility, Oh My!" Markets are making big moves, and uncertainty is at an all-time high. With political shifts, economic policy changes, and trade tensions dominating the headlines, how should investors respond? In this episode, Patrick Swift, CFP?, Aaron Marks, and Matthew Liebman, CFA?, CRPC?, CAIA? break down the latest market volatility, the impact of tariffs, and why a well-balanced strategy is key to navigating uncertainty. ?? In This Episode: ?? How political shifts and trade wars are fueling market volatility ?? The real impact of tariffs on earnings, interest rates, and asset prices ?? Why staying diversified is more important than ever ?? International markets: The hidden opportunities investors are overlooking ?? How to tune out the noise and stay focused on long-term growth ?? Bonus: A Hoagie Review – Does size really matter? ?? Watch & Listen Now: ?? YouTube: https://lnkd.in/gkY3w_mM ??Apple Podcasts: https://hubs.ly/Q02-0Dh40 ??Spotify: https://hubs.ly/Q02-0Dkp0