3 Financial Planning And Investment Opportunities In A Down Market
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3 Financial Planning And Investment Opportunities In A Down Market
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Recently, stocks closed out their worst quarter since 2022. The S&P 500 and the Nasdaq logged their worst performance since Russia’s invasion of Ukraine. While these headlines can be upsetting, as Peter with Richon Planning explains to Erin Kennedy, the market downturn can also provide some very specific opportunities for smart investors, including:
Put Your Cash to Work – Lower valuations let you buy quality investments at a discount for long-term gains.
Consider Tax Loss Harvesting – Selling at a loss can offset taxes now or in the future, turning dips into tax savings.
Roth Conversions – Converting in a down market means paying less tax now and maximizing future tax-free growth.
If you'd like to learn how to take advantage of this market downturn, please feel free to give Peter a call at (919) 300-5886 or visit www.RichonPlanning.com