Issues To Consider During a Recession or Market Correction?

The following download is one of over 50 flowcharts and checklists we utilize to help individuals and families be more diligent about preserving wealth.

This checklist covers 24 important planning issues to identify and consider during a recession or stock market correction.  It’s structured as follows:

  • Cash Flow Issues

  • Asset & Debt Issues

  • Tax Planning Issues

  • Long-Term Care Issues

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Disclosures: Covenant Wealth Advisors is a fully independent, fee-only wealth management firm and registered investment advisor located in Richmond and Williamsburg, VA. We are a fiduciary. This means we must always put client interests ahead of our own. We are also a fee-only firm. This means we never receive commissions or third party payments and are only compensated by our clients for advice.

 

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.The views and opinions expressed in this content as of the date of the posting, are subject to change based on market and other conditions. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place.

 

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