Recession Resilience: Focus on What You Can Control

During this webinar, Kacie Swartz, CFP®, CIMA® will cover:

  • Market volatility is normal - prepare for ups and downs

  • Build an emergency fund based on your actual spending needs

  • During uncertainty, build cash by turning off dividend reinvestment

  • Consider credit lines (home equity or brokerage) as backup options

  • Use market downturns for tax-loss harvesting to reduce taxes

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Navigating Chaotic Markets in 2025

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Finding Your Balance in Volatile Markets