Weekly Client Letter

Market Summary

Weekly Client Letter – March 31, 2025

Market volatility can be unsettling at any stage-experts consider the five years before and after retirement the most vulnerable period for retirees. This vulnerability is known as “sequence of return risk”, which occurs when large market losses hit early in retirement, potentially reducing a portfolio’s ability to recover and increasing the risk of outliving your

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Market Summary

Weekly Client Letter – February 24, 2025

With tariffs and trade policy back in the headlines under a new Trump administration, it’s worth revisiting what happened in 2018-2019. During President Trump’s first term, the last trade war cycle brought significant volatility, with markets nearly falling into a bear market after the first escalation. Each new tariff announcement triggered sharp swings, and after

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Market Summary

Weekly Client Letter – February 18, 2025

International stocks are off to their strongest start in a decade, outperforming the S&P 500 in early 2025 as investors seize on valuation gaps and fresh catalysts. This rotation underscores the importance of global diversification, ensuring portfolios are positioned to capture opportunities beyond domestic markets. Avoiding home-country bias remains key to long-term portfolio resilience and

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