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👉 If you'd like to learn more about our financial planning visit: https://www.getrevise.com
In today’s episode, we tackle the chaos and volatility of the current market, empowering you to adjust for risk and uncertainty, regardless of whether you have a 401(k), IRA, or a taxable brokerage account.
Join us as we cover:
Why reducing risk is crucial in uncertain market conditions
How to shift your asset allocation from aggressive growth to defensive strategies
What to consider with your 401(k) and IRA options to navigate this turbulent market
The importance of knowing your investment choices, including target date funds, asset allocation funds, and money market options
Strategies for managing a taxable brokerage account, including tax loss harvesting and rebalancing
Whether you're optimizing for the long term or reassessing your strategy midstream, this episode offers clear guidance to help you move forward with confidence.
👉 If you'd like to learn more about our financial planning visit: https://www.getrevise.com
In today’s episode, we tackle the chaos and volatility of the current market, empowering you to adjust for risk and uncertainty, regardless of whether you have a 401(k), IRA, or a taxable brokerage account.
Join us as we cover:
Why reducing risk is crucial in uncertain market conditions
How to shift your asset allocation from aggressive growth to defensive strategies
What to consider with your 401(k) and IRA options to navigate this turbulent market
The importance of knowing your investment choices, including target date funds, asset allocation funds, and money market options
Strategies for managing a taxable brokerage account, including tax loss harvesting and rebalancing
Whether you're optimizing for the long term or reassessing your strategy midstream, this episode offers clear guidance to help you move forward with confidence.