facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Market Commentary

Mitigating Volatility

We have seen diversification add value by mitigating volatility and through exposure to categories that have outperformed following a couple of years of highly concentrated performance.

What is Your Flavor?

While a stable job market and cooling inflation are positive signs, declining GDP growth, rising consumer debt and uncertainty surrounding trade policy are areas of concern. Nobody knows how all these factors will play out. If only the outcome were as easy as choosing ice cream flavors.

Changing Themes

How we prepare our portfolios for what is next is the cornerstone of why diversification works over a long-term view within the context of change.