3 Financial Planning And Investment Opportunities in a Down Market

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Recently, the US stock market saw the biggest 2-day wipeout in history: $6.6 trillion! While these numbers can be upsetting, as @Wes with @PatriotWealthNC explains to @erinkennedy, the market downturn can also provide some very specific opportunities for smart investors, including:

Put Your Cash to Work – Lower valuations let you buy quality investments at a discount for long-term gains.

Consider Tax Loss Harvesting – Selling at a loss can offset taxes now or in the future, turning dips into tax savings.

Roth Conversions – Converting in a down market means paying less tax now and maximizing future tax-free growth.

If you’d like to learn how to take advantage of this market downturn, or to build a Financial Plan that accounts for, or even capitalizes on this volatility, please call Wes at 919-three-22-4113 or visit www.PatriotWealthNC.com

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