Jun 25, 2026
Learn about navigating risk during a volatile market by rebalancing your portfolio.
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Video Chapters
0:28 - How did the 2025 tariff shock and 2026 market affect
portfolios?
1:07 - What is portfolio rebalancing?
2:06 - What is the difference between timing the market and time in
the market?
8:06 - What are Warren Buffett's two primary rules of
investing?
9:38 - What is a drift parameter?
14:51 - What is Tax Loss Harvesting?
16:28 - What is the IRS Wash Sale Rule?
31:00 - Why can holding a single corporate stock option cause
problems in retirement?
Sources:
Wells Fargo Investment Institute: Perils of Timing Volatile Markets
https://www.wellsfargoadvisors.com/research-analysis/reports/policy/volatile-markets.htm
Hartford Funds: Timing the Market Is Impossible
https://www.hartfordfunds.com/practice-management/client-conversations/managing-volatility/timing-the-market-is-impossible.html
MDPI / Oxford Academic:
https://www.mdpi.com/1911-8074/17/12/533
https://academic.oup.com/raps
Vanguard: Assessing the Value of Tax-Loss Harvesting
https://corporate.vanguard.com/content/dam/corp/research/pdf/tax_loss_harvesting_why_a_personalized_approach_is_important.pdf
Capital Loss Limitations
https://www.irs.gov/taxtopics/tc409
BlackRock: 2025 Tax-Loss Harvesting Data
•
https://www.blackrock.com/us/financial-professionals/insights/loss-harvesting-year-round
• ICFS / Invesco: Diversification Risk and Missing Best
Days
•
https://www.invesco.com/us-rest/contentdetail?contentId=a9b2a3dd-29a7-4302-ab86-814c4886a73c
•
https://icfs.com/specialists-desk/portfolio-diversification-risk-reduction
•
https://www.theguardian.com/business/2025/dec/31/wall-street-stock-markets
•
https://www.blackrock.com/us/financial-professionals/insights/loss-harvesting-year-round
•
https://www.reuters.com/business/us-tech-stocks-market-dominance-reaches-new-heights-presents-new-risks-2026-06-03/
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Investment advisory services offered through Modern Wealth
Management, LLC, a registered investment adviser.
The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.