What is Loss Fatigue?

This year for investors has been unusually difficult and painful. After many years of positive market returns even in the face of things like Covid-19, threats of trade wars, and geopolitical events like Brexit and the Greek Debt Crisis, 2022 is producing our first truly substantial downturn since the Great Financial Crisis in 2008. While market volatility isn’t new for investors, the length and duration of the drawdowns in the markets feels new and different for many investors, because it is. For the first time in almost twenty years, many investors are having to grapple with Loss Fatigue.

NUA “Exit” Strategy for Publix Stock

One of the main benefits at Publix is access to Publix stock and many employees or associates amass large amounts of stock through long careers at Publix. While this has literally and figuratively “paid dividends” over the years, it’s often important to diversify assets in retirement. When working you may be able to take on the risk of a concentrated position of stock, but often in retirement, it is better to diversify your assets away from such high levels of concentration. One such way of doing so through a tax-advantaged way is a “Net Unrealized Appreciation ” Transaction.