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April 17, 2025 27 mins

When the market drops, the instinct to ‘do something’ can be overwhelming, but what should you actually be doing? With volatility the theme of the month, let’s talk about the steps you can take today to start putting you in a better position when things turn around. In this episode, Tim walks through a calm, strategic approach to market volatility and explains why your response matters more than the headlines.

From long-term planning to stress testing your portfolio and harvesting tax losses, Tim outlines the key moves smart investors can make when markets get bumpy. We’ll take you into some of our client conversations to explain why we often approach volatility as an opportunity and not a threat. This show will help you assess your risk tolerance, revisit your plan, and avoid emotionally driven mistakes. 

Here’s some of what we discuss in this episode:

📉 What to do (and not do) during a market drop

🧠 Why emotional decisions hurt long-term results

🛠️ Tools like tax loss harvesting and rebalancing

🔄 How dollar-cost averaging helps in volatile markets

📋 Creating clarity through planning and stress testing

Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html

Website: https://www.dyerwealthmanagement.com/

Phone: 858-459-3937

Email: tim@dyerwm.com


The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice.

The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...

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