Zenith Wealth Partners

Planning During Volatility

When stock markets start tumbling, daily injections of bad news may sound like it will never end. It can spark anxiety, fuel uncertainty and trigger radical decisions in even the most seasoned investors. But panic isn’t a strategy. It’s important to keep perspective when markets get choppy.

Let’s walk through some strategies that are particularly useful when the valuations of the markets are low (such as Roth conversions and gifting strategies) as well strategies to mitigate the negative impact (cash flow becoming tight).

This checklist covers many of the issues to consider during a recession or market correction. As we walk through the financial planning topics, consider how you can take advantage of low valuations and interest rates.


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