As markets react to the latest headlines—including new tariffs and ongoing economic uncertainty—we wanted to take a moment to check in. While volatility is back in focus, it’s worth remembering that at the beginning of 2023, we proactively adjusted portfolios to reduce overall risk exposure. We have continued to monitor these allocations with you in our meetings. These moves were designed to provide durability and resilience in exactly these kinds of market environments.
Additionally, we will continue to hold treasuries for potential opportunities in the markets. When companies with strong balance sheets, low leverage, and great management are affected by macroeconomic factors, we pay attention.
That said, every portfolio is unique, and your comfort with volatility may shift over time. If you’d like to revisit your individual allocation and ensure it still aligns with your goals, we’re happy to walk through it with you. Just reach out, and we’ll set up a time to connect.
As always, we’re here to help you stay focused on the long term, no matter what the headlines are focused on today.
Lauren Pearson
Managing Director, Partner
The most important thing in my life is my family. My husband, Andrew, and our three smart and brave daughters.