Episode 270: What to Do (and Not Do) When the Market Drops
Episode 270
What to Do (and Not Do) When the Market Drops
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Equipping Points:
The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything — right now. But what should you actually do when your portfolio takes a hit?
Instead of guessing what’s next or obsessing over breaking news, David walks you through four critical questions every investor should ask during turbulent times. From re-evaluating your plan and risk tolerance to exploring rebalancing and tax-loss harvesting opportunities, this episode gives you practical ways to stay grounded and focused. Don’t miss this important conversation as David covers what to do and not do in an unpredictable market.
Here are the questions we tackle in today’s show:
📉 Why now is the time for a gut-check, not a panic move
⚖️ How to re-align your risk tolerance with reality
🔁 Smart moves: rebalancing and tax-loss harvesting
📺 What unhelpful behaviors to avoid
🧠 Why the best strategy might be to do nothing
Today's Takeaway:
Some of these episodes were recorded under the branding of KC Financial Advisors, which has since rebranded as CreativeOne Advisors Group. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group.
