Lindsey & Lindsey Wealth Management

Lindsey & Lindsey Wealth Management Lindsey & Lindsey Wealth Management, Inc.
4195 E. Thousand Oaks Blvd, Suite 125
Westlake Village, CA 91362 Planning your financial future can be a daunting task.

At Lindsey and Lindsey Wealth Management, we are committed to helping you work towards your unique financial goals and objectives. We know reaching your short-term and long-term financial objectives hinges on having the right plan - one that fits your unique circumstances and grows with you. We know that. That's where Lindsey and Lindsey Wealth Management comes in. Understanding your individual go

als, objectives, and circumstances is the cornerstone to tailoring our services to meet your needs - creating a customized solution that is right for you. We're trained, licensed professionals, drawing on years of financial planning experience who take into account the full range of needs you have now, and those needs you may have in the future; periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track. At Lindsey and Lindsey Wealth Management, we offer only independent, objective investment advice dedicated to helping you build wealth and protect your hard-earned assets. We recommend only those products and services that can be tailored to suit your unique needs - so our loyalty belongs exclusively to you. You are not limited to proprietary platforms, investment products, or research. We continue to remain forward-focused in every aspect to designing a plan for you. Above all else, we are here for you! ADVISORS: Learn more about John Lindsey's story of leaving Edward Jones to start his own independent firm at http://www.theboldadvisor.com/. John, aka The Bold Advisor, founded Lindsey and Lindsey Wealth Management in 2012 to be able to better serve his client base with an expanded universe of investment offerings. http://www.lindseyandlindsey.com http://theboldadvisor.com/ http://twitter.com/Lindsey2Wealth/ http://linkedin.com/company/lindsey-&-lindsey-wealth-management
https://plus.google.com/+Lindseyandlindsey

Securities offered through Cambridge Investment Research, Inc., Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory Firm. Cooper McManus, Lindsey & Lindsey Wealth Management, and Cambridge Investment Research are not affiliated. Securities licensed in: AL,AZ, CA, CO, FL, IN, MD, NC, ND, NV, NY,OK, OR, TN, TX, VA, WA. DISCLOSURE: John Lindsey was recognized as a FIVE STAR Wealth Manager by Crescendo Business Services LLC. This award goes to advisors who provide exceptional service based on research with peers, firms, consumers and regulatory services. http://www.lindseyandlindsey.com/p/the-five-star-wealth-manager

Certain energy investments offer immediate tax deductions through intangible drilling costs (IDCs), which can offset ord...
05/26/2026

Certain energy investments offer immediate tax deductions through intangible drilling costs (IDCs), which can offset ordinary income in the year incurred.

For high-income investors, this creates a rare opportunity to pair income generation with current-year tax mitigation.

Alternative tax strategies—whether energy investments, QOZs, or real estate structures—should be integrated into a broad...
05/21/2026

Alternative tax strategies—whether energy investments, QOZs, or real estate structures—should be integrated into a broader plan.

Isolated decisions may create unintended consequences across liquidity, estate planning, or long-term tax exposure.

In addition to upfront deductions, energy investments may provide percentage depletion, allowing a portion of income to ...
05/18/2026

In addition to upfront deductions, energy investments may provide percentage depletion, allowing a portion of income to be received tax-advantaged over time.

This creates a dual benefit: front-loaded deductions + ongoing tax efficiency.

Energy-related tax benefits typically offset ordinary income, which is taxed at higher rates than capital gains.For high...
05/15/2026

Energy-related tax benefits typically offset ordinary income, which is taxed at higher rates than capital gains.

For high earners, this distinction makes certain alternative strategies more impactful than traditional capital-loss harvesting.

IDCs can often be deducted in the year they are incurred, sometimes representing 60–80% of the initial investment.This c...
05/09/2026

IDCs can often be deducted in the year they are incurred, sometimes representing 60–80% of the initial investment.
This can materially reduce taxable income—particularly valuable for investors facing top marginal tax rates.

Limiting exposure to one economy increases risk. International equities and global fixed income can improve long-term ri...
05/05/2026

Limiting exposure to one economy increases risk. International equities and global fixed income can improve long-term risk-adjusted returns.
Currency and geopolitical factors must be considered alongside opportunity.

Owning 50 positions doesn’t guarantee diversification if they move together. During market stress, correlations often ri...
04/30/2026

Owning 50 positions doesn’t guarantee diversification if they move together. During market stress, correlations often rise—reducing the effectiveness of traditional diversification.
The focus should be on how assets behave relative to one another, not just how many you own.

High-net-worth investors frequently hold concentrated positions in business interests, real estate, or employer stock.Di...
04/28/2026

High-net-worth investors frequently hold concentrated positions in business interests, real estate, or employer stock.
Diversification requires intentional reduction of exposure over time, not forced liquidation.

Relying on a single income source—whether dividends, business income, or real estate—can create vulnerability.Diversifyi...
04/23/2026

Relying on a single income source—whether dividends, business income, or real estate—can create vulnerability.
Diversifying income streams across asset classes improves stability and resilience.

Tax diversification—spreading assets across taxable, tax-deferred, and tax-free accounts—can significantly impact long-t...
04/21/2026

Tax diversification—spreading assets across taxable, tax-deferred, and tax-free accounts—can significantly impact long-term outcomes.
It creates flexibility in:
• Withdrawal strategies
• Income timing
• Estate planning

Address

4195 E Thousand Oaks Boulevard, Ste 125
Westlake Village, CA
91362

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2:30pm

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