When markets are down, it is easy to let fear in. This checklist covers many of the issues to consider during a recession or market correction.
It addresses some strategies particularly useful when the valuations of the markets are low (such as Roth conversions and gifting strategies) as well strategies to mitigate the negative impact (cash flow becoming tight).
This can help you pivot away from the fear of the future by employing strategies to take advantage of low valuations.
