Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Don’t Panic: Navigating Market Downturns and Boosting After-Tax Returns


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If the recent market drop has you feeling uneasy, you’re not alone — but sharp swings are regularities you need to navigate. The S&P 500 and Nasdaq have both taken hits this year, but history shows that intra-year declines like these are common and something long-term investors have weathered time and again.

In this episode, Tyler Emrick, CFA®, CFP®, breaks down recent market moves, highlights where diversification is working, and shares how tax strategies and disciplined rebalancing can help keep your investment strategy running smoothing and financial plan on track.

Here’s some of what we discuss in this episode:

📉 Market pullbacks are normal—even healthy

📊 Diversification is your protection in volatile times

🔁 Rebalancing can improve long-term returns

💸 Tax-loss harvesting can create future tax benefits

🧠 Discipline beats emotion when markets get rocky

 

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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