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Protect Your Retirement Savings From Market Downturns

You’ve likely worked hard to build a financial plan for retirement—so watching the markets swing can be unsettling.

This month, Neil and Carrie want to make sure your financial plan is built for both calm and chaos. In this video, they walk you through practical strategies to protect your retirement savings from market downturns and keep your income stable, no matter what the headlines say.

Plus, you’ll discover how a down market can open up surprising financial opportunities—and how to position yourself to benefit.

And last month, the CAP STRAT Wealth Team shared strategies for navigating volatile times with confidence – to see that video click here.

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.

Carrie Walters

Carrie Walters Shapiro, CFP®

Private Wealth Associate

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