Increasing Wealth by Borrowing Tax-Free Against Appreciated Stocks

Increasing Wealth by Borrowing Tax-Free Against Appreciated Stocks

Wondering if securities-based lending is right for you? Here are a few strategic
ways people just like you are using stock loans to make money off their
portfolios, get fast cash, and expand their wealth!

1. When you need a financial bridge

If you’re in the process of selling your old house, while attempting to make an offer on a new house, you may find yourself short on cash at that crucial moment. That’s where stock loans come in: By using your stock portfolio as collateral, you can get fast liquidity to hold you over through your financial transition.

2. When you’re having trouble securing a loan

Maybe you’ve been through shaky financial times, or perhaps you’re credit score is less than ideal. There are any number of reasons you might have trouble getting a loan, including simple human error on the part of your loan officer. Regardless of the reason, stock loans offer an easy alternative to get fast cash when you can’t find an attractive loan option.

3. When you have an unexpected business opportunity

Life is unpredictable, and sometimes you may encounter a sudden business opportunity that necessitates immediate action. Perhaps you’re considering buying out a rival business, or want to make a big investment in your office infrastructure. Maybe you even want to buy a new piece of real estate for your company. The more ambitious your business goal, the longer it takes to raise the necessary capital. That’s where stock loans come in. You can use your stock portfolio to gain the fast liquidity you need to make that investment in your professional future.

As you can see, there are any number of life events that could make borrowing against your stocks the best option to help you meet your financial goals. Whatever the situation, stock loans give you the opportunity to leverage your portfolio for a quick, reliable return.

byPenexus Consulting

As a management consulting firm, we help clients meet the most demanding and complex business issues head-on—developing, roadmapping, and implementing strategic plans Especially for New entrants into the African Business Terrain Penexus Consulting assist clients by developing new business models that fundamentally alter the basis of competition and attempt to erect new barriers to entry. Our approach demands participation and commitment from executive management and other key business strategists Penexus Consulting as an enterprise growth firm provide aa holistic approach to business solutions through “best practice” approaches in Strategic Business Plan consulting, brand experience, and executive search. We make immediate contributions towards your company’s Strategic business Plan objectives and can cost effectively provide you as broad or narrow a scope of services as your situation requires. Our professional services cut across a wide range of industries and sectors We understand that the best organizations are managed well, by people who provide inspirational leadership. However, one of the most elusive aspects to leadership is learning to be an effective leader. President J.F Kennedy once stated: “Leadership and learning are indispensable to each other”; a statement that we firmly espouse, and one that resonates with our philosophy of offering training courses and consultancy that add real value to organizations and the individuals that comprise them.


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