Wondering what to do when markets are down? A financial advisor shares strategies for cash as well as tax strategies made for market volatility.
How should you react to volatility? An advisor has answers.
Market volatility is an expected and natural part of investing; it can also present unique opportunities. Wondering what to do? Financial advisor Alex Hunt shares how he and other advisors help clients avoid mistakes during volatility—and instead look for ways to take advantage of it.
How an advisor can help you smartly react to volatility
Transcript
When markets are down, it's not easy to watch your hard-earned savings lose value.
As advisors, we're here to coach you through the rocky times and help you focus on the unique opportunities that accompany volatility.
For investors who have extra cash available, down markets offer a great opportunity to increase account contributions while prices are low or set up automatic contributions to buy in at different price points.
When it comes to maximizing after-tax returns, tax-loss harvesting and Roth conversions can be effective strategies, especially when markets are down. We'll help you understand these approaches, how they work, and whether they're right for you.
I always encourage my clients to set aside money in cash for emergency spending. When interest rates are up, it's easier to find competitive yields to help put your money to work for you.
We realize that market volatility can stir up all kinds of emotions. But you can count on us to help you weather the storm with a plan that's built to last.
Confidently weather volatility with guidance from a financial advisor