Are we on the edge of a major recession? With the markets dipping into correction territory, investors are asking: What should we do now? In this episode of The Paper Gain Show, we break down the latest market trends, strategies for navigating volatility, and whether a recession is on the horizon.

📲 Connect with Us

Johnathan Rankin: Johnathan@mforcecapital.com

Matt Magee: Mmagee@mforcecapital.com

🔎 About:

In this episode, hosts Jonathan Rankin and Matt McGee analyze the current market downturn, discussing why volatility has returned, how tariffs and economic policies could impact investors, and whether now is the time to buy, sell, or hold. They also cover essential financial planning strategies, the impact of recessions on employment and life insurance, and the role of donor-advised funds in tax-efficient giving. Whether you're a seasoned investor or just looking for practical financial advice, this episode has you covered!

💬 QUESTION: What’s your biggest concern about the market right now? Drop your thoughts in the comments!

📖 Chapters:

00:00 – Market Volatility Returns

02:10 – Are We Headed for a Recession?

05:45 – What Should Investors Do Now?

09:30 – How Market Cycles Affect Retirement Planning

13:15 – The Hidden Risk of Employer-Provided Life Insurance

16:20 – Tax-Efficient Giving with Donor-Advised Funds

20:40 – Why Longevity Planning is Key to Retirement Success

24:00 – Simple Ways to Stay Active & Healthy in Retirement

27:00 – Final Takeaways: Stay Calm, Stay Invested

Disclaimer: mFORCE Capital and Theorem Wealth Management is a group of investment professionals registered with Sanctuary Securities Inc, member FINRA and SIPC, and with Sanctuary Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Sanctuary Securities, Inc advisory services are offered through Sanctuary Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Theorem Wealth Management and mFORCE Capital and Sanctuary Securities Inc or Sanctuary Advisors LLC shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This presentation was created for informational purposes only; the opinions expressed are solely those of Theorem Wealth Management and mFORCE Capital and do not represent those of Sanctuary Securities Inc or Sanctuary Advisors, LLC, or any of its affiliates. Sanctuary Advisors do not provide tax or legal advice. This material was not intended or written to be used or represented to any entity as tax advice or tax information. Tax laws vary based on the clients' circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisors for any related questions.