Tell me if you’ve heard this one from a friend:
“Ya it’s great it went up, but I’ll get *crushed* on taxes if I sell it. I’ve got to wait for it to GO BACK DOWN so I can get out.”

Yikes.

Surely the point of investing isn’t to wait for an investment to go DOWN 😂for fear of the tax man. Could there be a better way? Enter: The 351 Exchange. A tax deferment option to gain diversity, and unwind concentrated risk. Sonoma Wealth Managing Principal Chris Sipes CFP® and Cambria Investment Management Co-Founder and the Chief Investment Officer Meb Faber connect for a conversation on how 351 Exchanges are the “block and tackling” of finance. Sonoma Wealth Marketing Director Dano Weir hosts the conversation on the history of 351’s, scenarios where it makes sense and prohibited categories that may soon be opening. Sonoma Wealth clients have access to this service which must be facilitated by an advisor.

Looking to learn more? Get started with us at https://sonomawealthadvisors.com/free-wealth-analysis

Learn more about Cambria here: https://www.Cambriafunds.com
Cambria Investment Management, LP (“Cambria” or the “Company”) is a SEC registered investment advisor that was formed in 2006. Cambria is an independent, privately owned investment advisory firm focused on quantitative asset management and alternative investments. The Company’s mission is to preserve and grow capital by producing above-average absolute returns with low correlation to traditional assets and manageable risk. The investment portfolios span from conservative low volatility to aggressive high volatility market products. Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is a manager of Cambria’s ETFs and separately managed accounts. Mr. Faber has authored numerous white papers and books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.

He is also the host of The Meb Faber Show on YouTube: https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w

 Apple Podcasts https://podcasts.apple.com/us/podcast/the-meb-faber-show-better-investing/id1128955736

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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.