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A Few Things to Do While Staying the Course Webinar


A Few Things to Do…
While Staying the Course

Thursday, March 11th at 12:00 PM CT


Whether or not you’ve engaged a financial advisor, almost all investors have inevitably heard the term “stay the course” at one point in time. Advisors recognize that this is not always the most comforting thing for clients to hear. After all, doing nothing when you feel a market correction coming can be nerve-wracking, as can sticking to your strategic plan when the market is surging higher.

Join SWP wealth team members Michael Karmin, AJ Price, and Adam Rudolph for a complimentary webinar on March 11th at 12 PM CT as they outline some things that you can do to take advantage of potential changes in both the markets and current tax policies…all while staying the course. Specifically, they will discuss:

  • Portfolio adjustments you can make while “staying the course”
  • Planning strategies to “make lemonade out of lemons” during market corrections
  • Ways to take advantage of potential policy changes proposed by the current administration
  • How to get the most out of the current favorable tax environment