Navigating Market Volatility: Smart Investing Strategies for Uncertain Times

In this episode of the Ask Avidian Podcast, host Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss the recent market volatility driven by tariff developments and a contracting first-quarter GDP.

They examine the impact of bearish headlines on investor sentiment, referencing a recent report indicating a 45–60% recession probability within 12 months and a 32% decline in consumer expectations.

Key topics include tax-loss harvesting, Roth conversions, and portfolio rebalancing as potential tools to manage risk and improve tax efficiency during periods of market decline. The discussion also covers strategies for adjusting portfolios in response to inflation, considering diversified exposure through alternative assets such as private equity and credit (when appropriate), and maintaining a disciplined, long-term perspective amid unsettling news.

 The episode underscores the value of a proactive, data-informed approach to navigating economic uncertainty and identifying opportunities in volatile markets.

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.