Stock Market

Amidst market volatility, I believe there’s always some form of opportunity. Today, that comes in the form of tax planning and the option to maximize “discounted” Roth conversions.

Momentum from extreme highs and mean reversion from extreme lows create the “most powerful forces in markets”, prompting above-average returns.

You’ve undoubtedly seen the headlines. We’ve stepped into a Bear Market, and it’s caused many investors to enter a state of hover and hide.

We are experiencing a variety of unique factors that affect our economy today. And, while you might think these areas produce undependable data in the realm of retirement planning, that’s not always the case when it comes to making long-term decisions, specifically in regard to your income strategy.

In the world of investing, loss aversion is a cognitive bias which means your losses hurt twice as bad as any gains of the same value. It can be one of the most common (and challenging) hindrances to overcome in making sound investment decisions, and might also cause you to develop a case of “Get Even-itis”.

While learning from your past investment mistakes should certainly teach you lessons, they also shouldn’t prevent you from making sound investment decisions today.

Today’s economic climate is continually being compared to the 1970s. Inflation, high gas prices, supply shortages, etc. seem to set the scene for a modernized 70s replay, but while times were tough back then, the decade still produced a chapter of optimism.

Believe it or not, your body’s reaction to pain can also lend to sound investing advice.

It’s not just you, today’s economic landscape feels chaotic for many. While news headlines certainly heighten the fear, the reality is, numerous investors are experiencing major losses, and it all draws back two years ago.

Market activity has been rough, but investors have been braced for impact for months. Economic confidence is at an all-time low and many believe we are heading straight toward a recession (or, might even already be in one).

Financial blogger Ben Carlson always poses interesting points when it comes to navigating smart investment moves in today’s world. Here, you’ll find a list of questions worth considering in the midst of market volatility, plus a few light-hearted thoughts thrown in for fun.

Amidst today’s market volatility, selling securities at a loss to offset capital gains is one strategy that can help minimize taxes, especially after a market sell-off.