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What Short-Term Volatility Means for Your Plan

When markets start swinging and headlines get louder, it’s easy to feel like you need to react. But even the experts admit they don’t know what’s coming next in the short term. What matters more is how you respond. In this article, we walk through why volatility isn’t new, what it can mean for your plan, and where there may be thoughtful opportunities—from tax-loss harvesting to Roth conversions and rebalancing. Before making any sudden moves, we recommend taking a step back and focusing on what actually drives long-term outcomes.

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