Bear markets are tough to endure and can leave investors that are committed to long-term investing feeling a bit handcuffed. But, while bear markets are uncomfortable, they can also present unique financial planning opportunities that may help investors soften the blow and minimize the negative effects of steep market declines.
On this episode, host Joe Allaria will be joined by fellow Wealth Advisor, Jay Waters, as the two discuss five useful strategies to consider during a bear market.
For more information and references on material discussed, see the links below:
1. Correction or bear? 6 charts that explain market declines
https://www.capitalgroup.com/advisor/ca/en/insights/content/articles/6-charts-that-explain-market-declines.html
2. What do I do in a bear market?
https://www.capitalgroup.com/advisor/tools/guide-to-market-volatility/guides/what-do-i-do-in-a-bear-market.html
3. CarsonAllaria Wealth Management
https://carsonallaria.com/podcast/
Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
