What I'd Do With $2M Right Now (During a Market Pullback)
- Doug Oosterhart, CFP®
- Apr 8
- 1 min read
What would you actually do with a $2 million portfolio during a market pullback? Not in theory. In practice.
In this video, I walk through the exact strategy I'd use right now: how to structure your portfolio in buckets so you never have to sell in a panic, where to hold each investment for maximum tax efficiency, how to take advantage of Roth conversions when the market is down, and how to harvest tax losses that reduce your bill for years to come.
