What Now? An Investor’s To-Do List for Chaotic Markets

This article appears as part of Casey Weade's Weekend Reading for Retirees series. Every Friday, Casey highlights four hand-picked articles on trending retirement topics and delivers them straight to your email inbox. Get on the list here.
Weekend reading chaotic markets investor to do list Weekend reading chaotic markets investor to do list

Weekend Reading

If you’re feeling uneasy right now, it’s natural. When the headlines shout about volatility, tariffs, and a recession, even the most seasoned investors can find themselves glued to the news.

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But here’s the reality: If you've been following a comprehensive financial framework, moments like these aren’t a signal to panic. They’re a cue to pause, reflect, and reconnect with the purpose behind your retirement plan.

In uncertain times, past podcast guest Christine Benz has some sound advice:

📌 Step away from the noise and resist the temptation to make emotional decisions that could cause long-term damage

📌 Double-check your reserves—ensuring you have enough liquid assets for short-term needs and possibly even high-quality bonds for medium-term stability

📌 Inflation protection also deserves your attention. Consider tools like TIPS or I-bonds as part of your safety net.

📌 Don’t overlook opportunity in the chaos. Tax-loss harvesting and Roth IRA conversions can be smart, strategic moves right now, helping you improve your financial future while markets are temporarily down.

Bottom Line: If you can't shake the anxiety, now is the perfect opportunity to reevaluate your retirement strategy; ensuring its rooted in a personalized framework built for these inevitable moments of uncertainty.