Avoiding Market Bubbles and Tax Traps | #20

Markets rise, crash, and recover—but how do you protect yourself from getting caught in the cycle?

In this episode of Watch Your Six, host Jason Edwards breaks down the patterns of market bubbles, from innovation-driven booms to panic-driven sell-offs. He shares practical strategies for spotting euphoria before it bursts, diversifying with intention, and protecting your wealth from emotional decision-making. Jason also explains how tax shelters can quietly accelerate your growth, while taxable accounts may erode it faster than you think.

Key themes include:

• How bubbles form—and why most investors miss the warning signs
• Smarter diversification strategies for tech, AI, and beyond
• Using tax strategies to maximize growth and minimize losses
• Creative ways to leverage other people’s money for wealth-building
  
  

Investing doesn’t have to be reactive or stressful. With the right framework, you can grow confidently—even in uncertain markets.

🎙️ Watch Your Six — helping you safeguard your financial future.

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Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser

Investment advisory services offered through Edwards Financial Services, Inc., a Registered Investment Adviser

Edwards Financial Services, Inc. is not owned or controlled by Calton & Associates, Inc.

The information contained in this communication has been derived from sources believed to be reliable but is not guaranteed as to the accuracy and completeness and does not purport to be a complete analysis of the material discussed. The opinions expressed herein do not necessarily reflect those of Calton and Associates, Inc., and are subject to change without notice.