Ep. 2: Down Markets Mini-Series Kickoff - Ripe for Rebalancing

04/29/20 • 19 min

1 Listener

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

If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.

Tax-loss harvesting
ROTH conversions
Re-evaluating your financial plan

Previous Episode

Ep. 1: What the CARES Act Might Mean for You

1 Recommendations

In this episode, Ben and Victor try to simplify and explain the most relevant parts of the very long and comprehensive Coronavirus Aid, Relief, and Economic Security Act (CARES Act for short) for our listeners.
Resources referenced in the episode:

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Next Episode

Ep. 3: Down Markets Mini-Series - Time for Tax-Loss Harvesting

1 Recommendations

This is the second of four episodes in a mini-series discussing what we do, and you may want to consider doing, when markets go down.
In this episode, Ben and Victor talk about the way that tax-loss harvesting works, how it might benefit your tax and investment situation, and some reasons why it might not be for you. We hope you enjoy it!
If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.