5 Year-End Financial Planning Strategies for a Down Market

Uncertainty might make you want to stand pat instead of making traditional moves for the next year, but there are some things you can do to take advantage of a depressed market.

A smiley face is drawn in the ice on a car's window.
(Image credit: Getty Images)

Maybe we’ll see a Christmas miracle. Maybe it’ll be a cold winter in more than one way. Most definitely, no one will be able to fully predict what happens to the global economy and markets in the coming months. The uncertainty of financial planning in a down market might be enough for some people to shy away from traditional end-of-year strategies and instead stand pat until markets recover.

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Casey Robinson, CFP
Managing Director - Wealth Planning, Waldron Private Wealth

Casey Robinson is the Managing Director of Wealth Planning at Waldron Private Wealth, a boutique wealth management firm located just outside Pittsburgh. He focuses on simplifying the complexities of wealth for a select group of individuals, families and family offices. Robinson has extensive experience assisting multi-generational families with estate planning strategies, integrating trusts, tax planning and risk management.