Portfolio Management in Market Downturns

Today Kate chats with Clark Kendall, CEO of Kendall Capital. Clark offers his views on portfolio management during the downturn, with some very practical steps to allocate your money, as well as invest for tax advantages. Investors and traders sometimes overlook the tax consequences of their decisions, but tax strategies - or lack thereof - can mean a significant difference when it comes to your bottom line. A bear market is a great time to review your holdings and optimize your account to preserve capital and take advantage of tax strategies.

-Why Clark says investors should remain calm through the bear market -How investors can manage their holdings right now to realize losses for tax purposes -How to do a Roth IRA conversion, paying taxes in a year when the market is down, and have a tax advantage going forward -Why Clark advises using dollar-cost average to get a discount on funding your retirement account -Why it’s unlikely you can call the bottom of the market -The two biggest mistakes individual investors make -How Clark views fixed-income investing in this market -Why Clark likes dividend-paying stocks -An alternative way to invest in crypto -Pros and cons about using mutual funds -How to handle individual stocks for appreciation as well as tax management -How does Clark approach portfolio diversification? What types of vehicles does he suggest using within a portfolio? -How to plan for a retirement that may last 20 or 30 years- so you can maintain purchasing power and avoid running out of money in your golden years -What inflation rate and real rate of return should retirement investors be using right now? How can you do that calculation?

kendallcapital.com

Links mentioned in this episode: https://www.marketbeat.com/all-access/

This podcast is hosted by ZenCast.fm