Prepare for the bear

Having a plan for a market downturn is crucial to help you keep more of your recent earnings.

Wednesday, April 15, 2020
Noon – 1:00 p.m. ET

The real risk to a portfolio is the permanent loss of capital. Whether that loss is from a market downturn or paying more taxes than necessary, the effect is the same. How do you prepare for a tax or investment bear market? Join MFS for a unique hour-long discussion about:

  • The tax advantages and disadvantages of different account types
  • The benefits of a tax diversified portfolio
  • Moving tax liabilities between years
  • Tax-aware asset placement
  • Putting your portfolio through a "bear market fire drill"


Doug Orton, CRPC<sup>®</sup>Doug Orton, CRPC®, is a vice president and business development consultant at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). In this role, he is responsible for marketing MFS’ individual retirement products and training the firm's sales team on retirement topics. He also delivers best‐practice ideas to advisors and managers from across the industry.

Doug joined MFS in 2007. He has worked in the financial services industry since 1993, holding roles in sales, tax and compliance, training and marketing.

Doug earned a bachelor of science degree in psychology from Colorado College. He holds Series 7, 24 and 63 licenses from the Financial Industry Regulatory Authority (FINRA) and the Chartered Retirement Planning Counselor℠ (CRPC) designation from the College for Financial Planning.

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