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Hidden Tax of Market Volatility

Hidden Tax of Market Volatility

Update: 2025-09-18
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Market ups and downs don’t cancel each other out the way you might think. Watch this week’s Educational Insights episode as Trey Booth explains the “hidden tax” of volatility and why focusing on downside protection can make a major difference in your long-term returns.


Watch to learn more.


 


Trey Booth, CFA®, AIF®

Chief Investment Officer

Wealth Consultant

Email Trey Booth here


 


Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.


Economic forecasts set forth in this presentation may not develop as predicted.


No strategy can ensure success or protect against a loss.

Stock investing involves risk including potential loss of principal.


Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

The post Hidden Tax of Market Volatility first appeared on Fi Plan Partners.

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Hidden Tax of Market Volatility

Hidden Tax of Market Volatility

Fi Plan Partners