On the Money: Tariff Market Decline and Roth Conversions

On this episode of "On the Money," Paul Ruedi, David Ruedi, CFP®, Ryan Repko, CFP®, and Dr. Fred Giertz discuss the recent stock market decline and explain why Roth conversions can be extra beneficial when your investment portfolio is down.

(3:08) Investor concerns during the recent stock decline

(5:50) Big swings aren’t unusual

(10:01) The impact of tariffs

(22:47) Rebalancing

(24:17) Roth conversions while the market is down

(29:28) Look at your financial plan and investment policy statement

(37:09) Talking clients off the ledge

(44:30) Should people invest in 100% stocks their whole lives?