In this episode of AWM Insights, our hosts discuss navigating market volatility amidst tariff changes. We dive into key strategies for controlling what you can in uncertain times and explore the importance of staying invested during significant market shifts. Get insights on tax loss harvesting and its long-term value add—essential listening for those wanting to thrive in today's dynamic financial landscape.

Key Highlights

—Portfolio Management: Importance of controlling what you can and preparation in market volatility.

—Protective Reserve Strategy: How it's protected clients during turbulent times.

—Tax Loss Harvesting: Explained and why it's crucial during down markets.

—Market Rally Impact: April's surge post-tariff pause and its implications.

—Historical Context: S&P 500's 8th largest percentage day gain—importance of staying invested for long-term gains.

—Future Outlook: Expectations of more volatility and how to manage it with disciplined strategies.

Quotes

—"Staying disciplined and focused on the long term is not just a mantra; it's backed by rigorous data." – Justin Dyer

—"The 10 best days in the market can account for all the yearly gains—missing them could mean negative returns." – Mena Hanna