How to derisk your portfolio in uncertain times скачать в хорошем качестве

How to derisk your portfolio in uncertain times

👉 If you'd like to learn more about our financial planning visit: https://www.getrevise.com In today’s episode, we tackle the chaos and volatility of the current market, empowering you to adjust for risk and uncertainty, regardless of whether you have a 401(k), IRA, or a taxable brokerage account. Join us as we cover: •Why reducing risk is crucial in uncertain market conditions •How to shift your asset allocation from aggressive growth to defensive strategies •What to consider with your 401(k) and IRA options to navigate this turbulent market •The importance of knowing your investment choices, including target date funds, asset allocation funds, and money market options •Strategies for managing a taxable brokerage account, including tax loss harvesting and rebalancing Whether you're optimizing for the long term or reassessing your strategy midstream, this episode offers clear guidance to help you move forward with confidence. The Slow Money Show is available on YouTube, Spotify, and Apple Podcasts! New episodes drop every Monday & Thursday on all platforms! IMPORTANT DISCLOSURE Revise Insurance Group LLC (“Revise Annuity”) is a licensed insurance producer (domiciled in Illinois #3002790618; operating in California as Revise Insurance Solutions #6012761). We are NOT a registered investment adviser and do NOT provide advice regarding the purchase, sale, or holding of securities. This video is for general educational purposes only and discusses insurance products—primarily fixed indexed annuities (FIAs). Nothing herein constitutes: • personalized investment, legal, or tax advice; • an offer to buy or sell any security; or • a representation of future performance. Guarantees referenced are subject to the claims-paying ability of the issuing insurer and may be subject to surrender charges and other contractual limitations. Always consult your own qualified financial, tax, and legal professionals before making any financial decision. © 2025 Revise Insurance Group LLC. All rights reserved.