Jack Fouts

Assisting clients by offering strategies to help them save on taxes and plan for their future. Serving the San Francisco East Bay and beyond.

Alpha Innovation Partners

All posts are intended for educational purposes - not specific financial advice

06/17/2026

Do you have much confidence in the economy over the next 6-18 months? Markets remain shortly below all-time highs. Meanwhile, stagflation fears continue to rise along with energy/food price pressures and threats to labor markets. The new Chair of the Federal Reserve, Kevin Warsh, echoed many of these sentiments in his first press conference today, as he made clear his commitment to price stability and wrangling inflation, which has run rampant for 5 years. The rest of the committee shows a median expectation for rate hikes within the year - a complete 180 degree shift from what many expected with Trump's new Chair leading the FOMC.

Markets being near all-time highs allows you a perfect opportunity to sell high and lock in a portion of your gains. You can take advantage of fixed indexed solutions that give you much of the potential upside in markets, while removing nearly all the risk with principal protection and year-to-year floors. Some can even compound with tax-advantaged growth that can potentially net more after taxes than a standard brokerage account. Learn the benefits of diversifying away from the downside of markets. Reach out today to prepare yourself for tomorrow as best you can.

04/16/2026

Markets Continue to March Higher in April.
Broader markets look to end the week on all-time highs despite geopolitical conflicts, energy market disruptions, stagflation concerns as unemployment and inflation rise, and many more risks for a prolonged downturn. Timing market swings can be near impossible, and in this time of heightened volatility and uncertainty, it may be wise to diversify assets both in and out of markets. Utilizing certain investment vehicles, one can maintain market-linked gains while ensuring principal protection during prolonged downturns.
Reach out to learn more about how you can take advantage of market highs to diversify and protect yourself in a future market crash, and see which strategies could be best for your financial goals.

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03/27/2026

When was the last time you heard from your financial advisor? For the past year, economic uncertainty has been overshadowed by euphoria. Warning signs flashed, yet many have not been prepared for a prolonged downturn. Today, markets are being stressed in ways not seen since 2022, and unlike uncertainty around tariffs, the disruptions from the conflict in the Middle East cannot be walked back. Not only is trade disrupted, but infrastructure has been destroyed, and production has been crippled. As economists currently raise recession probabilities, Moody's raised their outlook to 49% -- before the war began. Each of the last 8 recessions, dating back to 1960, occurred after Moody's estimations surpassed the 50% threshold.

Are you prepared for what may come? Do you have the team of advisors to help you proactively navigate such possibilities? Reach out for a free consultation and learn how you can protect what matters most.

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Past performance does not guarantee future results

02/06/2026

🚨🚨🚨Advanced strategies are available to mitigate taxes and provide protection against volatility 🚨🚨🚨

Have recent market movements made you feel uneasy? Did you sell Crypto or Big Tech stocks and now face tax liabilities on your gains?
Take advantage of a free portfolio assessment and learn how asset diversification may not just be a hedge against volatility to create greater long-term gains, but also provide optimized tax savings.

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Past performance does not guarantee future results.

01/19/2026

ATTENTION ALL BUSINESS OWNERS!!!

Do you own a business? Do you have at least one W-2 employee in California? If so, you are mandated to set up a retirement plan for them. These businesses are automatically enrolled in CalSavers if you do not opt out and create your own plan. These state-run plans can be inefficient for both you and your employee.

Learn how to set up advanced plans, such as Cash Balance or Profit Sharing, to make your hard work work harder for you.

01/16/2026

Moving into the New Year, you have an excellent chance to examine your financial situation. Right now, you should understand how to maximize your tax savings effectively. Proactive planning doesn't just help you avoid penalties, but it also allows you to fully maximize deductions available to you. Take advantage of every resource available to you and reach out to connect with my team of advisors, who have access to the tax and estate prep attorneys you may need!

12/10/2025

🚨The Federal Reserve has announced it has cut interest rates another .25% bringing the Reserve Rate to 3.5 - 3.75%! 🚨
This can have many benefits for your portfolio and the overall economy in the short run! However, analysts also believe this could spell out further prolonged inflation, which remains a full percentage point above the target rate of 2%. As the Fed undertakes this difficult tight-rope act, it runs the risk of cutting too quickly and running the economy into a stagflationary environment similar to the 70s.
It is wise to remain vigilant and be keenly aware of how the economy will change over the next few months. The economy, and therefore your wealth, will be affected in great ways - that is plain to see. Knowing *how* is almost impossible to decipher. Low interest rates spur investments via borrowing, but drives inflation higher. Technological advances can lead to immense productivity just as likely as they will cause job losses. You can't predict which way these dual-edge swords will swing, but you can prepare yourself for any market with proper planning and asset allocation.

Learn more, and reach out for a free consultation. Make sure you are positioned to capture generational upside, while having the protection for worst-case scenarios.

12/05/2025

When it comes to long-term growth, volatility can be a pitfall to your portfolio. As uncertainty and froth have seemingly grown in 2025, it is important to be mindful of future downturns. Consider diversifying part of your nest egg into safe and conservative assets that offer 0% Loss Floors, such as indexed annuities or life insurance. Take a look back at the turn of the century - $100,000 would have netted you nearly 50% more by 2020 in an annuity indexed with the S&P than the actual S&P 500. Having this type of protection allows for peace of mind when markets inevitably reverse at some point. While 2001-2009 may be one of the worst economic periods in US history, shouldn't you make sure you are protected through the worst?

Reach out and discover how you can diversify your risk out of the market.

Past performance does not guarantee future results.

11/27/2025

Happy Thanksgiving! 🦃
As we reflect on the people and the little luxuries we are blessed to have, consider how to protect and grow your legacy. It is never too early nor too late to plan for the future you want to share with others.

11/11/2025

Are you aware how versatile Life Insurance can be? Jim Harbaugh and UM were. The 61 y/o and current Chargers coach was paid via a premium-financed policy, which will pay him 1.4 million in TAX-FREE income annually from age 66-90+.

A strategy used by business owners, this was the first deal of this kind in sports. How can you use similar methods to provide yourself with a tax-free income, while ensuring your loved ones are protected?

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Clayton, CA
94517

Telephone

+19254350106

Website

https://calendar.app.google/v5iK2vYekVRGqY7Y9

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