With stocks down, there are a lot of questions about what you should do in this bear market. It can be scary for investors to lose money, so we want to discuss the strategies that investors can take to get through a bear market. We'll explain how these different investment strategies can be implemented for a bear market, some of their pros and cons, and who each strategy is right for.
We will go in-depth on strategies for investing during a bear market. Tax-loss harvesting is a strategy that could help offset gains or income and help you save on taxes. Rebalancing is a strategy that will help you stay consistent over a long period of time with your asset allocation. Roth conversions might make sense during down markets as you have seen positions in your portfolio fall.
Check out the full episode to learn all about investing strategies for bear markets as well as a few things you do not want to do.
Head to Retireonceshow.com to submit a question to the show or download any of our useful retirement resources.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO,
- Melissa Rankin - Wealth Management Advisor
Theorem Wealth Management
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CHAPTERS
0:00 - Introduction
2:15 - Tax Loss Harvesting
7:16 - Rebalancing Your Portfolio
12:50 - Roth Conversions
14:41 - Bad Bear Market Strategies
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities are offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Music
Song: Can't Get Over
Artist: Ballpoint/Epidemic Sound