Madness in March: Market Volatility & Tax Season

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Today’s Smart Money Question:

As we dive into the heart of March Madness, the excitement of college basketball isn’t the only thing making headlines; the financial markets are also experiencing their own form of madness. In this episode of Smart Money Questions, Matt breaks down the latest market volatility, tax season updates, and investment strategies to help you stay informed and confident in your financial future.

We’ll talk more about why market swings are nothing new, how diversification and rebalancing can protect your portfolio, and why international stocks are outperforming the U.S. market this year. We’ll also dive into the biggest tax credits available in 2024, including energy-efficient home upgrades and EV incentives that could save you thousands.

The conversation is not just about numbers; it’s about empowering listeners to ask the right questions. Whether you are doing your taxes yourself or working with a professional, make sure you are aware of all the potential credits available to you. As we navigate through the madness of both college basketball and the financial markets, it’s essential to stay informed and proactive.

Here’s some of what we discuss in this episode:

📉 Market Volatility Explained – Why the ups & downs are normal

📊 International Stocks Are Winning – What this means for your portfolio

🔄 Why Rebalancing is Crucial – How to adjust your investments strategically

💰 Tax Credit Opportunities – Home upgrades, EVs & deductions you may be missing

⚠️ Don’t Fall for Media Hype – How to separate financial facts from fear-mongering

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

 

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