On-Demand Webinar: Bear Market Playbook

Five Steps for Surviving Bear Markets
Advice and Action Items From Our Investment and Planning Professionals

We officially landed in bear market territory in mid-June, with stocks down 20% from their peak. Bonds also slid in the first half of 2022. This left many investors wondering what they should be doing to protect their financial plans and portfolios from higher inflation and increased market volatility.

In this webinar, Interim Chief Investment Officer and Director of Research Jeff DeMaso is joined by Manager of Financial Planning Andrew Busa and Senior Financial Planner Vanessa Carter-Witt to explain the five steps in Adviser’s “Bear Market Playbook” and answer listener questions.

Topics include:

  • How long will the bear market last?
  • Is this a good time to consider a Roth IRA conversion?
  • How tax-loss harvesting and rebalancing can benefit you in the long- and short-term
  • Our expectations on Federal Reserve policy and the inflation front

It’s never too soon to become a more informed investor. Please complete the form on this page to watch now!

For more information, please call us at (800) 492-6868.

For informational purposes only; not a recommendation to buy, hold or sell any investment product. Past performance is not an indication of future returns. Speak with a financial adviser before taking specific action.

Watch Third-Quarter 2022 Webinar Replay

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