EPISODE · Apr 12, 2025 · 52 MIN
Volatility, Opportunity, and Strategy: Guiding Investors Through Uncertainty
from Money Matters by Allworth Financial · host Allworth Financial
On this week’s Money Matters, Scott and Victoria Bogner, Allworth's Head of Wealth Planning, break down the current market volatility and its implications for investors. They explore the rise of algorithmic trading, the unpredictability of today’s markets, and how to maintain a long-term investment strategy when short-term turbulence strikes. Victoria shares actionable insights on seizing opportunities during downturns, like Roth conversions and tax-loss harvesting as smart tactics for proactive investors. Scott and Victoria also unpack what’s happening in bonds and equities, why buffered ETFs matter right now, and how political and technological forces are shaping the economic landscape. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at [email protected]. Download and rate our podcast here.
What this episode covers
On this week’s Money Matters, Scott and Victoria Bogner, Allworth's Head of Wealth Planning, break down the current market volatility and its implications for investors. They explore the rise of algorithmic trading, the unpredictability of today’s markets, and how to maintain a long-term investment strategy when short-term turbulence strikes. Victoria shares actionable insights on seizing opportunities during downturns, like Roth conversions and tax-loss harvesting as smart tactics for proactive investors. Scott and Victoria also unpack what’s happening in bonds and equities, why buffered ETFs matter right now, and how political and technological forces are shaping the economic landscape. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at [email protected]. Download and rate our podcast here.
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Volatility, Opportunity, and Strategy: Guiding Investors Through Uncertainty
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