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How To Navigate Volatility Like A Pro

Unpredictable market fluctuations and economic uncertainty can be intimidating, often leading to rash investment decisions and missed opportunities. How do we navigate these choppy waters and come out on top?

This month, Neil and Mike break this down for you. They dive into effective strategies for navigating volatile times with confidence.

Plus, with Tax Day approaching, we’re sharing key updates on commonly overlooked deductions—so you can maximize your savings.

CAP STRAT is not a tax advisor and does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. CAP STRAT assumes no liability for any information or recommendation contained in this presentation.

Neil Davies

Neil Davies, CPWA®

Principal, Director of Private Wealth

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.

Michael Babicz

Michael Babicz, CFP®

Private Wealth Advisor

Mike advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Mike.