Portfolio management during a market downturn


Today on The best podcast on the market Kate chats with Clark Kendall, CEO of Kendall Capital. Clark offers his take on portfolio management during the recession, with some very practical steps to allocating your money and investing for tax benefits. Investors and traders sometimes overlook the tax consequences of their decisions, but tax strategies – or lack thereof – can make a significant difference to your bottom line. A bear market is a great time to review your holdings and optimize your account to preserve capital and take advantage of tax strategies.
-Why Clark says investors should stay calm during the bear market
-How investors can manage their holdings now to realize losses for tax purposes
-How to do a Roth IRA conversion, pay taxes in a down market year, and have a tax advantage in the future
-Why Clark advises using average dollar cost to get a discount on funding your retirement account
-Why you are unlikely to be able to call the bottom of the market
-The two biggest mistakes individual investors make
-How Clark views fixed income investing in this market
-Why Clark loves dividend-paying stocks
-An alternative way to invest in crypto
– Advantages and disadvantages of using mutual funds
-How to manage individual stocks for appreciation as well as tax management
-How does Clark approach portfolio diversification? What types of vehicles does he suggest using in a portfolio?
-How to plan a retirement that can last 20 or 30 years- in order to maintain your purchasing power and avoid running out of money in your golden years
-What inflation rate and real rate of return should retirement investors be using right now? How can you do this calculation?

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