August 2024 · 5 min read

Staying invested through volatility

Frameworks for weathering market swings without abandoning the plan.

Market swings are normal, but the reasons behind them differ. Knowing your mix of growth, stability, and cash helps you interpret headlines in context.

Rebalancing and spending rules established in advance provide structure when emotions run high. They turn volatility into an opportunity to reset allocations rather than react.

Periodic reviews ensure diversification remains intact and that concentrated risks are addressed before they impact long-term goals.