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May 1, 2025 14 mins

The headlines are loud, the markets are messy, and your gut might be telling you to do something - anything -right now. But what should you actually do when your portfolio takes a hit? In this episode, Ryan walks through the four key questions every investor should ask during a downturn, offering clear and practical steps to block out the noise and get some clarity on today’s market situation. 

 

Here’s what we discuss in this episode:

📉 Gut-checking your financial plan when markets dip

📊 Risk tolerance: percentages vs. real dollars

🔁 Rebalancing and tax-loss harvesting in a down market

🧠 Why your “personal economy” is what really matters

📈 Using volatility as a buying opportunity (if it fits your plan)

 

Visit us online: https://blackoakam.com/

Phone: (470) 508-0508

Get in touch with the Black Oak team: https://blackoakam.com/contact-us/

Schedule a call with Ryan: https://speakwithryan.com/

Get your tax-free retirement toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html

Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI

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