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Webinar Recording | A Few Things to Do While Staying the Course

The recording of our webinar on navigating changing market conditions is now available.

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 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.

On Thursday, March 11th at 12:00 PM CT, SWP wealth team members Michael Karmin, AJ Price and Adam Rudolph held a complimentary webinar to outline some things you can do to take advantage of potential changes in both the markets and current tax policies. Specifically, we covered:

  • 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 tax environment

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This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Reading or utilizing this information does not create an advisory relationship. An advisory relationship can be established only after the following two events have been completed (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; and (2) the execution of a Client Advisory Agreement. There is no guarantee that the views and opinions expressed in this article will come to pass.

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