Volatility, Opportunity, and Strategy: Guiding Investors Through Uncertainty

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 12 April 2025

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Victoria Bogner, Allworth's Head of Wealth Planning, break down the current market volatility and its implications for investors. They explore the rise of algorithmic trading, the unpredictability of today’s markets, and how to maintain a long-term investment strategy when short-term turbulence strikes. Victoria shares actionable insights on seizing opportunities during downturns, like Roth conversions and tax-loss harvesting as smart tactics for proactive investors. Scott and Victoria also unpack what’s happening in bonds and equities, why buffered ETFs matter right now, and how political and technological forces are shaping the economic landscape. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at [email protected]. Download and rate our podcast here.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with? Whether it's about retirement,
0:04.8	investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call
0:11.0	to join Allworth's Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:23.3	Welcome to All-Worth's Money Matters. Scott Hanson here.
0:24.5	Pat McLean is not going to be joining today.
0:28.2	I've done this program with Pat on a weekly basis for it'll be 30 years this summer.
0:34.9	I think we're trying to figure out the exact date of that.
0:37.5	And in that three decades, this is the first time that he has ever called in sick.
0:43.5	And so that's all right.
0:44.8	We've got a great program.
0:45.9	For one, Vicki Bougner is going to be joining us for a good portion of the program.
0:50.0	She's our head of wealth planning.
0:52.0	She's been a guest here on the show in the past.
0:54.7	And I think if you've been a listener for any length of time, you'll know how sharp she is
0:59.6	and how good she is.
1:00.7	And so it'll be a great program.
1:02.5	And I got, watching the markets this week, it's just, it's all, it's been all over the map.
1:14.3	It's just been. And there's, look, like,
1:19.6	if we look at Wednesday, with Wednesday, the markets shot almost 3,000 points on the Dow,
1:26.6	and that, that, the, the buying started happening as soon as the, the pause was put in place on on the tariffs and then
1:28.0	Thursday you wake up and the markets start heading back south at a pretty rapid
1:33.3	clip again and it's just it's just quite a quite a mess right now um obviously this this is
	...

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