In this month’s edition of the Sage Rutty Tele (k), Craig discusses down-market strategies and how to handle the volatility to make sure you stay on pace with your goals. The market never goes up in a just a straight line. There are ups and down.
Craig reviews a few strategies on how to capitalize on the lows to then make the highs that much better. He talks about front loading retirement contributions, auto rebalancing your allocations, Roth conversions, and tax loss harvesting.
You will want to watch this one. Please reach out if you want to review any of the topics in greater detail.