Navigating Bear Markets: Strategies and Insights

This chapter examines the nature of bear markets, comparing them to familiar movie tropes, while discussing the psychological responses of investors during downturns. It emphasizes the importance of strategic decision-making, tax loss harvesting, and maintaining a diversified portfolio to mitigate panic selling. Additionally, the speakers highlight the critical role financial advisors play in guiding clients through turbulent times, ensuring they remain committed to long-term investment strategies.