Play Offense During Down Markets: 5 Strategies to Consider

Market volatility and drops make us want to close our eyes and stop watching our portfolios. Challenging markets are not the time to run away and hide. It’s time to go on offense to save future taxes, transfer assets and get ready to take advantage of the next market cycle.

In this episode I’m going to cover 5 things you should be thinking about now so that you can be prepared to take advantage of market declines as we go through the rest of 2025.

Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.