As we experience a market recession, are there anything proactive moves that we can do with our investments? Often these proactive strategies are ones that we must implement by coordinating between multiple professionals. This means your CPA, your CFP®, and your attorney. The tips given are ones that may further your financial picture while the market has dropped. Yet, take the steps slowly – with much conversation before implementing.
This video is part 3 in a 4 part series answering the question “What to do in a recession?”. Take a look at the three strategies you could implement within your portfolio now:
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