Bear Market Playbook
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 or call (800) 492-6868.

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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.