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5610 Ward Rd, Ste 300 Arvada, CO 80002
9200 E. Mineral Ave, Ste 100 Centennial, CO 80112
Phone: (303) 252-0852
Website: www.walshfinancialsolutions.com
September/October 2026
Timeless Investing Strategies for Any Market
It may be hard not to throw in the towel when the markets aren't performing well. And it's just as hard to imagine the markets will ever lose value when stock prices soar. But because no one controls market behavior, you'll want to devise a plan to stay invested no matter what the markets do.
Down Markets - A Time to Buy
Watching stock values drop isn't fun, but lower prices offer an opportunity to buy at bargain prices. If you've been eyeing companies to add to your portfolio but hesitated because the share price was too high, a down market may be the time to make your move.Forget Market Timing
Every stock investor wants to buy low and sell high, but trying to time the market can be a losing game. Even market gurus generally can't determine with 100% accuracy when stock prices have peaked or hit rock bottom. Being out of the market when it begins to rebound can lead to significantly lower returns. Instead of playing market roulette, develop an investment strategy to help sustain your portfolio during periods of market volatility.Time for a Roth IRA?
If you've considered rolling over funds from a traditional IRA or another tax-deferred retirement account into a Roth IRA but were concerned about the tax hit, a lackluster market may present an opportunity. You will pay less in taxes on the conversion when investment values are down. Roth IRA earnings grow tax-free, and withdrawals in retirement, although not required, are also tax-free. Some restrictions apply.*Market Volatility
A volatile market can be an opportune time to help ensure your portfolio aligns with your future vision. Make sure your investment mix helps curb volatility. Your financial professional can review your investment strategy to help ensure you're moving closer to your goals.*Conversions are taxable events. Roth IRA withdrawals are tax-free if the plan has been in place for five tax years and the distribution is made after age 59-1/2, due to death or disability, or for a first-time home purchase (up to a $10,000 lifetime maximum). Distributions may be subject to state taxes.
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Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member: FINRA, SPIC. Registered with MSRB. Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Walsh Financial Solutions and Vanderbilt Financial Group are separate and unaffiliated entities.
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