RL119 – 8 Strategies to Take Advantage of Market Declines

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the investment opportunities available during a down market. They discuss shorting a stock during market lows, the best times to rebalance your portfolio, and wealth transfers during a recession. [03:40] Investment Opportunities During a Down Market [05:25] Shorting a Stock During Market Lows [08:38] Dos and Don'ts of Shorting a Stock [10:30] Bonds in the Low-Interest Environment [14:46] Why It Might Be a Good Time to Rebalance Your Portfolio [19:50] When and How To Rebalance Your Portfolio [23:55] Invest Your Cash at Hand During Market Lows [27:49] The Cyclically Adjusted Price to Earnings Ratio [31:34] Understanding Tax Loss Harvesting [33:02] The Benefits of Doing a Roth Conversion Following a Big Decline [37:20] Opportunistic Investing [39:50] Wealth Transfers During a Recession [46:03] Parting Thoughts Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.