Your Money in 20
We use our experience as financial planners to help guide you through life's most important financial decisions (and we try to do it in 20 minutes or less).
Your Money in 20
Ep. 2: Down Markets Mini-Series Kickoff - Ripe for Rebalancing
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Woodward Financial Advisors
In this episode, Ben and Victor kick off a mini-series of 4 shorter episodes discussing what we do, and you may want to consider doing, when markets go down. In this first discussion of the series, they talk about rebalancing and 3 reasons why it might make sense for you in a down market period.
The next three episodes in the mini-series will cover:
- Tax-loss harvesting
- ROTH conversions
- Re-evaluating your financial plan
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