Is the other shoe about to drop?

A quick look through my writings over the years makes one thing clear—at some point every year, I’m talking about volatility. When markets are up: “Uh oh, they must be heading down.” When markets are down: “Maybe we’re headed for a recession.” Each market cycle has its own twists, but ultimately, there’s nothing new about any of this. Inevitably, something will come along that scares investors, markets will drop, and the ultimate winners are those who choose to weather the storm.

Article of Interest

How can Retirees Weather Down Markets?

It's inevitable...markets go up and markets go down. So, if you are retired, or getting ready to retire and the market is down, what can you do? This article lists 4 ways to help weather the downturns when they come:
→ Start with a strong plan. Stay the course whenever possible. (We utilize a bucket strategy for our clients)
→ Cash before securities. Avoid selling securities if you can.
→ Consider social security. If you are over 62, you may consider reevaluating your claiming strategy.
→ If you must sell, be strategic and tax-smart. Rebalance, take advantage of tax losses, and consider short vs long-term capital gains.

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New Content from Retire to Abundance

Client Conversation: What It's Like to Work With Me on Your Retirement Plan

What does it really look like to work with a retirement-specialized financial advisor? How do I interact with my clients on a daily basis to give them personalized advice? Here's an actual conversation I had recently with a client who had some really great questions and very relatable fears.

Things in the blog:
→ How does a major market downturn affect my portfolio?
→ Balancing growth potential and protection against market swings
→ Investor fees on trades and index funds
→ The key to having a well-diversified portfolio

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Have More Questions? Get your all your retirement questions answered in person with a 30-minute meeting. I want a Free Retirement Plan Review

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The Retire to Abundance Newsletter is for education and entertainment purposes only. Nothing should be construed as investment, tax, or legal advice. Links to third party websites may contain content that is not approved by QED Wealth Solutions. QED Wealth Solutions, LLC is a registered investment adviser offering advisory services in the States of Kansas and Texas and in other jurisdictions where exempt from registration.

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