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 go through all five steps in Adviser’s “Bear Market Playbook.” They then answer listener questions on Roth IRA conversions, Federal Reserve policy and more. We hope you find our insights helpful and informative—thank you for watching! Please contact us with any questions at info@adviserinvestments.com or call (800) 492-6868. For additional material referenced by our experts, please follow the below links: Market Outlook The 5 Steps to Thriving in Volatile Markets Practical Steps to Beat the Bear Coming soon: Podcast episode with Chairman Dan Wiener and Jeff DeMaso Disclosure: For informational purposes only, not a recommendation to buy, hold or sell any investment product. Past performance is not an indication of future returns. Tax, legal and investment information contained herein is general in nature. Always consult a professional regarding your specific situation. Webinar Chapters chevron_rightIntroductionFeaturing Vanessa Carter-Wittchevron_rightOur Bear Market Playbook With Jeff DeMaso and Andrew BusaMarkets in ReviewOrient the MapDon’t Stop InvestingAssess Cash FlowTax Loss Harvest & RebalanceTurn Down the Noisechevron_rightQ&A With Jeff, Andrew and VanessaIntroduction and PollWhat Are “Hard” and “Soft” Landings?Should I Convert to a Roth IRA in Down Markets?How Can I Protect My Money Against Losses?Are We Heading for Stagnation? Truly Personalized Wealth Management Tailored advice, every time. Contact Us