EPISODE · Mar 17, 2020 · 18 MIN
Focus On What You Can Control: 6 Strategies to Take Advantage of the Current Environment
from The Agent of Wealth · host Marc Bautis
The markets were off to a strong start in 2020, building on the impressive returns of 2019. In late February, a complete 360 happened as panic set in and COVID spread into The United States. In this episode of The Agent of Wealth Podcast, host Marc Bautis discusses why investors should focus on what they can control, including six financial strategies that could make an improvement in your life.In this episode, you will learn:How rebalancing your portfolio helps you stick to your investing plan, regardless of what happens in the market.Why it may be a good time to consider: A 15 year mortgage, pre-paying your retirement plan, and harvesting tax losses.Why it’s important to understand your risk tolerance and risk needs.The best times to execute a Roth conversion.And more!Resources:Episode Transcript & Blog | Bautis Financial: (862) 205-5000
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The markets were off to a strong start in 2020, building on the impressive returns of 2019. In late February, a complete 360 happened as panic set in and COVID spread into The United States. In this episode of The Agent of Wealth Podcast, host Marc Bautis discusses why investors should focus on what they can control, including six financial strategies that could make an improvement in your life. In this episode, you will learn: How rebalancing your portfolio helps you stick to your investing ...
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Focus On What You Can Control: 6 Strategies to Take Advantage of the Current Environment
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