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Episode 2: Down Markets Mini-Series Kickoff - Ripe for Rebalancing

In this episode, Ben and Victor kick off a mini-series of 4 shorter episodes discussing what we do, and you may want to consider doing, when markets go down. In this first discussion of the series, they talk about rebalancing and 3 reasons why it might make sense for you in a down market period.

The next three episodes in the mini-series will cover:

  • Tax-loss harvesting 
  • ROTH conversions 
  • Re-evaluating your financial plan