3 Financial Planning And Investment Opportunities In A Down Market

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 Dustin with  Mundorf Wealth Management explains to Erin Kennedy , the market downturn can also provide some very specific opportunities for smart investors, including:

1. Put Your Cash to Work – Lower valuations let you buy quality investments at a discount for long-term gains.
2. Consider Tax Loss Harvesting – Selling at a loss can offset taxes now or in the future, turning dips into tax savings.
3. 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, or to build a Financial Plan that accounts for, or even capitalizes on this volatility, feel free to reach out to Dustin.  Just text or call the number on the website, or book a free chat by visiting www.LongLiveMyMoney.com

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