5 Strategies for Financial Planning in a Down Market

Maybe we’ll see a Christmas miracle. Maybe it’s a cold winter in more ways than one. Definitely, no one will be able to fully predict what will happen to the global economy and markets in the coming months. The uncertainty of financial planning in a bear market could be enough for some people to avoid traditional year-end strategies and instead hold their ground until markets recover.

However, the current market environment creates financial planning opportunities not only to protect wealth, but also to set the stage for future growth.

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