What should you do when the market is down—and how can you use it to your advantage? In this episode, we dive into smart investment strategies for navigating today’s volatile market environment. From tariff-driven uncertainty to broader economic shifts, I will provide context around the current market conditions and explore how global dynamics are influencing investor decisions.
You’ll learn practical tactics like dollar-cost averaging, rebalancing, and tax-loss harvesting, and why a down market could be the perfect time to consider Roth conversions. Whether you’re 10+ years from needing your money or just want to make smarter moves right now, it’s important to understand the benefit of having a plan and sticking to it. Because when markets get rocky, clarity and strategy are your best friends.
What You’ll Learn In Today’s Episode:
- What a Qualified Medical Evaluator (QME) is and why it matters.
- The key questions every QME must answer.
- How objectivity and thoroughness impact success in the QME system.
- How to prepare financially and emotionally for launching a practice.
- The role of mentorship in career transitions.
- The importance of having a financial plan before making big decisions.
- How QMEs in California can accelerate financial progress.
Ideas Worth Sharing:
Resources In Today’s Episode:
- Vanguard study on advisor value, showing 3% per annum benefit
- Morningstar research on when rebalancing works – and doesn’t
- APM Success YouTube
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