Join wealth manager Connor Low, founder of Iarann Wealth, as he unpacks the tumultuous 2025 market landscape. Connor discusses how emotional reactions drive stock market volatility more than data. He offers insights on capitalizing on discounted equities while keeping a real estate focus. The conversation highlights the right times to rebalance investments and Connor's skepticism towards infinite banking. Listen in for his goal-based planning model that empowers intelligent investment decisions amidst uncertainty!
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insights INSIGHT
Uncertainty Drives Market Turbulence
Market turbulence arises mainly from uncertainty around tariffs, interest rates, and geopolitical risks.
Despite volatility, fundamental economic indicators like inflation and jobs remain strong.
volunteer_activism ADVICE
Avoid Knee-Jerk Market Moves
Avoid rash reactions like selling all stocks or buying risky annuities.
Make intentional decisions like thoughtful rebalancing and seek professional guidance.
volunteer_activism ADVICE
Accelerate Investing During Dips
If capital is available, consider lump-sum investing when the market dips to buy equities at a discount.
Dollar cost averaging remains efficient, but buying at discount can be more optimal.
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In this episode of the Tax Smart REI Podcast, Thomas and Ryan talk with wealth manager Connor Low, founder of Iarann Wealth, about how today’s economic uncertainty, from global tariffs to interest rate swings, is impacting investors, and what real estate investors should be doing about it.
Connor breaks down the current market landscape, explains why panic is rarely a productive move, and shares how both real estate and equity investors can make smart, intentional decisions during periods of volatility.
Tune in to learn:
- Why today’s stock market volatility is driven more by emotion than economic data.
- How real estate investors can take advantage of discounted equities without abandoning their REI strategy.
- The right (and wrong) times to rebalance, lump-sum invest, or just sit tight.
- Why Connor isn’t bullish on infinite banking—and what he recommends instead.
- How his goal-based planning model helps investors make smarter decisions with both real estate and the stock market.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
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Connect with Conner: iarannwealth.com
Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli
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