Resource · Investing
When the Market Drops
What to do — and what not to do — when headlines turn red.
Market declines are a normal part of investing, even though each one feels different. This guide is meant to be kept handy for the next time the market falls.
What’s inside
First, breathe
What history shows about past market declines and recoveries.
What we’re already doing
How your plan’s reserve of conservative assets, diversification, rebalancing, and tax-loss harvesting are designed for these moments.
What not to do
Common reactions, such as selling to cash or stopping contributions, that can hurt long-term results.
What might be worth doing
Moves that can make sense in a down market, such as tax-loss harvesting and Roth conversions.
When to call us
Anytime you feel the urge to act. We’d rather talk it through with you.
Keep it where you’ll find it
Download the guide and save it for the next downturn. Past performance is no guarantee of future results.
This content is for informational purposes only and is not individualized advice.