10:17
June 25, 2025

Proactive Discussions on Market Volatility

Video by Carson Wealth
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Key Takeaways

  • Roth Conversions help during down markets
  • Evaluate what accounts you are doing transactions from
  • Rely on the data, not the emotion
  • Time in the market, not timing the market

Carson Wealth’s Jon Read, CFP®️, ChFC®️, AIF®️ Partner, Wealth Advisor and Justin Schultes, CFP®️, AIF®️, MBA, Partner, Wealth Advisor with some proactive discussions on market volatility

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