Learn about navigating risk during a volatile market by rebalancing your portfolio.

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Video Chapters 0:28 - How did the 2025 tariff shock and 2026 market affect portfolios? 1:07 - What is portfolio rebalancing? 2:06 - What is the difference between timing the market and time in the market? 8:06 - What are Warren Buffett's two primary rules of investing? 9:38 - What is a drift parameter? 14:51 - What is Tax Loss Harvesting? 16:28 - What is the IRS Wash Sale Rule? 31:00 - Why can holding a single corporate stock option cause problems in retirement?

Sources: Wells Fargo Investment Institute: Perils of Timing Volatile Markets https://www.wellsfargoadvisors.com/research-analysis/reports/policy/volatile-markets.htm Hartford Funds: Timing the Market Is Impossible https://www.hartfordfunds.com/practice-management/client-conversations/managing-volatility/timing-the-market-is-impossible.html MDPI / Oxford Academic: https://www.mdpi.com/1911-8074/17/12/533 https://academic.oup.com/raps Vanguard: Assessing the Value of Tax-Loss Harvesting https://corporate.vanguard.com/content/dam/corp/research/pdf/tax_loss_harvesting_why_a_personalized_approach_is_important.pdf Capital Loss Limitations https://www.irs.gov/taxtopics/tc409

BlackRock: 2025 Tax-Loss Harvesting Data • https://www.blackrock.com/us/financial-professionals/insights/loss-harvesting-year-round • ICFS / Invesco: Diversification Risk and Missing Best Days • https://www.invesco.com/us-rest/contentdetail?contentId=a9b2a3dd-29a7-4302-ab86-814c4886a73c • https://icfs.com/specialists-desk/portfolio-diversification-risk-reduction • https://www.theguardian.com/business/2025/dec/31/wall-street-stock-markets • https://www.blackrock.com/us/financial-professionals/insights/loss-harvesting-year-round • https://www.reuters.com/business/us-tech-stocks-market-dominance-reaches-new-heights-presents-new-risks-2026-06-03/

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The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.