#63 Turbulence & Tactics: Propel Responds to Recent Market Turmoil
We just wrapped a powerful discussion on the "Connecting the Dollars" podcast featuring co-owners Danielle Woods and David Vaught of Propel Financial Advisors. Drawing from nearly 30 years each of guiding clients through every market twist imaginable, Danielle and David offered valuable perspective on market noise, resilience, and action during uncertainty.
Here are 3 key takeaways every investor should remember:
• Functioning Markets Provide Opportunity (Even in Crisis): David reminds us that as long as markets remain functional—even amid uncertainty—there is room for thoughtful investing and opportunity, not just chaos.
• Personalization Over One-Size-Fits-All: Propel’s approach is highly individualized. Danielle emphasized that portfolio decisions are never “set and forget”; they’re tailored based on each client’s goals, risk tolerance, and life stage.
• Stay the Course, Don’t Panic: Both guests agree: emotional reactions often hurt long-term results. Patient, practical strategies—like using market dips for Roth conversions or reallocating for opportunity—are key to success. As Danielle put it, “When bad things happen, your clients think, well, what are you going to do about it? Sometimes the response is to do nothing. It might look like you’re doing nothing, but you are.”
Feeling anxious about your own portfolio? Sometimes a calm conversation is the best next step. Reach out to us or listen to the latest episode for more insights.