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General: Top 3 Ways to Benefit From A Down Market Today

This video covers three ways long-term investors can approach a down market: investing cash at lower prices, considering a Roth conversion while values are depressed, and harvesting tax losses. It reframes volatility as a set of potential planning opportunities to discuss with an adviser. Past performance does not guarantee future results; this is educational, not investment advice.

Jerry DavidseMay 11, 2022

This video covers three ways long-term investors can approach a down market: investing cash at lower prices, considering a Roth conversion while values are depressed, and harvesting tax losses. It reframes volatility as a set of potential planning opportunities to discuss with an adviser. Past performance does not guarantee future results; this is educational, not investment advice.

Key takeaways

Down markets let long-term investors buy at lower prices.
Roth conversions during downturns capture the recovery in a tax-free account.
Tax-loss harvesting can offset gains and lower your tax bill.
This video pairs with the companion article and should cross-link to it.

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Chief Executive Officer · CFP®

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