Caitlin's Corner

Staying Grounded in Turbulent Times

The markets—and the world—feel incredibly volatile right now. Conversations about investing, the future, or designing a life on our terms are inevitably intertwined with uncertainty and fear.

While no one can predict exactly what will happen next, we can anchor ourselves in a few key truths:

1) Fear-Driven Decisions Rarely Lead to Good Outcomes

When the market fluctuates, it’s natural to crave control. This often leads to behaviors like obsessively checking the news or refreshing portfolio balances, asking questions like:
"What is the stock market doing today?"
​ "How much has my portfolio dropped this week?"
​ "Who is saying what about the latest policy changes?"

While these questions are understandable, they don’t serve us. Instead, it can help to shift your focus to what you can control:

✔ What is truly important to me in this life?
​ ✔ How can I bring more attention to those things?​
✔ What would make me feel better?

Your financial strategy should support your life—not the other way around.

2) Market Cycles Are Natural and Necessary for Growth

No market grows indefinitely. While the past few years have seen rapid expansion (driven mostly by a handful of companies), downturns are part of the process. Historically, every decline has been followed by a stronger recovery.

This isn’t just optimism—it’s backed by decades of data. The economy moves in cycles, and while downturns feel uncomfortable, they create opportunities for long-term investors (like you 😉 ).

3) The Right Strategies Create Confidence

Having a clear plan helps reduce panic when the market dips. We work with our clients on building tailored plans for their goals and risk tolerance. No matter what those are, here are a few key principles to stay grounded:

• Stay diversified across asset classes (stocks, bonds, real estate, commodities).
• Keep investing through market fluctuations—this is how long-term wealth is built.
• Maintain an emergency fund in an accessible account to avoid selling investments at a loss.

Additional Strategies for Staying Resilient

To navigate market volatility with confidence:
✅ Diversify beyond U.S. growth stocks/funds—owning international funds, small/mid-cap funds, and bonds is a great way to diversify within the stock market.
✅ Consider other asset classes—commodities, real estate, and businesses (many of which can be accessed via a brokerage account, no private investing required).
✅ Limit portfolio check-ins—constant monitoring fuels anxiety. Stick to a schedule and trust your strategy.

Volatility isn’t a reason to panic—it’s a normal part of investing. Keep your eyes on the bigger picture, trust your strategy, and remember why you started in the first place.

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Midlife Madness Summit Appearance

We have been featured in the FREE Online Midlife Madness Summit happening until the end of TODAY!

We'll be presenting on How to Redefine Your Wealth Vision in Midlife and are providing our DIY Wealth Plan as a FREE download (normally $99!).

Leaping into financial freedom felt somewhat like a mid-life crisis for both of us, and in many ways it was. We're honored to be featured in this summit that is focused on sharing resources to help women thrive in midlife.

​Join the Summit for Free​

All presentations and downloads will be available in a private Facebook group for free, with a $9 VIP upgrade for lifetime access.

When You're Ready, Here's How We Can Help

The Abundance Circle 💜

Looking for customized guidance and accountability on your wealth-building journey? The Abundance Circle is for women who want community support paired with interactive training to help them develop their unique wealth plans. Click here to learn more.

Coaching 🎯

Caitlin and Susan offer packages of 1-on-1 customized coaching sessions. During these sessions, we work with you to outline your existing portfolio, set short and long-term goals, and explore the strategies you'll implement to hit those goals. Click here for more info on coaching.

Courses 👩‍🎓

Ready to dive into the investing world but don't know where to start? Check out our Investing 101 and Real Estate: Curious to Confident online courses! Learn more here!​