Latest / Legacy Beyond Wealth with Rob Shelton
What Should You Actually Do When the Market Drops?
When markets drop and headlines scream, it’s easy to feel like you have to do something. But what’s actually the smart move? Before you react impulsively, take a few minutes to check out this video.
Today we’re going to walk you through four critical questions every investor should ask when volatility strikes.
Here’s what we discuss in this episode:
💵 Why your “buffer account” is your emotional parachute
🧵 Are you wearing the wrong risk “fit”? (aka skinny jeans!)
📉 Opportunities in downturns: rebalancing, tax-loss harvesting & Roth conversions
🔇 Cutting through noise—why emotion shouldn't…
The skinny
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