Tariff-ic Opportunities in the Market:

Unless you’ve been living under a rock, you’ve likely heard about the recent turbulence in the stock market. I often remind clients that it’s not a matter of if the market will decline—it’s a matter of when. We’re currently in one of those inevitable downturns, and it’s no surprise that investors of all stripes are feeling a bit skittish. While it’s never fun to watch account values dip, this pullback doesn’t alter our long-term investment philosophy. We remain confident in the continued growth of both the U.S. and global economies. The only real losers during times like these are those who panic and sell. That said, this isn’t necessarily a time for inaction—there are meaningful planning opportunities worth exploring, particularly in tax-loss harvesting and Roth conversions. If you’d like to learn more, I’m here to help.

Article of Interest

What We've Learned From 150 Years of Stock Market Crashes

History has taught us a thing or two, and when it comes to the stock market we can certainly learn from the past. Two notable things stand out: no one can predict how long a market recovery will take, and if you hold on to stocks through the crashes you'll be rewarded in the long run.

This article has a cool, interactive chart to help you visualize the stock market crashes of the last 150 years, both big and small. It also compares and contrasts some of the largest bear markets and what contributed to them. In the end, if your portfolio is well-diversified and your risk fits your time horizon, navigating the short-term volatility of the market is always worth it.

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New Content from Retire to Abundance

The 7 Biggest Financial Mistakes Retirees Make (And How to Avoid Them)

Mistakes are a part of life. It's how we learn. But in retirement there are no do overs. And some mistakes can be very costly. I outline the 7 biggest mistakes I've seen and make recommendations on how to avoid them.

Things in the blog:
→ Rushing into social security and underestimating inflation
→ Spending too much early vs. living a "just in case" retirement
→ Underestimating healthcare costs
→ Not having an estate plan

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Recent Media Mentions

I routinely get inquiries from reporters needing expert personal finance opinions. Here's just a few articles I've been quoted in recently. You can check out the rest on my media page.

NTD: Benefits of Claiming Social Security Income Early

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Free Checklist This Ultimate Retirement Planning Checklist delivers confidence and clarity to one of the most complex and important financial decisions of your life. All in a handy, printable checklist. Download it here

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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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