What Issues Should I Consider During a Recession or Market Correction?
Financial Planning July 14, 2020
Posted by Joe Wride
This checklist covers many of the issues to consider during a recession or market correction.
It addresses some strategies particularly useful when the valuations of the markets are low (such as Roth Conversions and gifting strategies) as well as strategies to mitigate the negative impact (cash flow becoming tight).
This can help to pivot a mindset away from one of fear of the future to one where you execute strategies to take advantage of low valuations.
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