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Investment Review & Market Events

Recession & Market Correction Issues

Updated 12/01/2024

What Issues Should I Consider During A Recession Or Market Correction?

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 to pivot a conversation away from one of fear of the future to one where you and the client discuss strategies to take advantage of low valuations.  

Related Guides
High Inflation Issues
Category: Investment Review & Market Events

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— Clinton, an Advisor in New York
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— An advisor in Kentucky
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
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— Phillip, an advisor in North Carolina
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