We are all processing the significant developments over the weekend regarding the joint military strikes on Iran. With the confirmed death of Iran\u2019s Supreme Leader and reports of retaliatory strikes across the Gulf, we have entered a period of heightened geopolitical risk that is already being reflected in the prices of oil, gold, and global equities.
\nWhile these events are unsettling, we want to share how your portfolios are positioned to navigate this environment. We prioritize building portfolios that are resilient in uncertain times and our adjustments over the last several months were made to ensure we are prepared for periods of increased market stress.<\/p>\n
Our strategic positioning<\/strong><\/p>\n We moved into 2026 with a more conservative stance than we held heading into 2025. Our focus has been on building a portfolio designed to endure various types of market disruptions. Below, we highlight a few ways that could help soften the portfolio impact of the current situation:<\/p>\n <\/p>\n Perspective on volatility<\/strong><\/p>\n We expect our portfolios will experience volatility in the days and weeks ahead. It is uncomfortable to watch, and we understand the anxiety that comes with these headlines. However, it is precisely for moments like these that we prioritize diversification across different types of investments. This structure is intended to provide balance, allowing for the possibility that while some sectors face headwinds, others may remain resilient.<\/p>\n In a world that feels increasingly unpredictable, the most important discipline is to avoid reactive decision making. We remain humble in the face of these global events but confident in the guardrails we have put in place.<\/p>\n We also look to past instances of geopolitical upheaval and the subsequent market reaction. Using a sample that includes the September 11 attacks, COVID-19 pandemic, Russia\u2019s invasion of Ukraine, and \u201cliberation day\u201d tariff announcement, the average performance of the S&P 500 was +3.3%, +5.9% and +13.3% in the following one-month, three-month and six-month period, respectively (based on data from Bloomberg).<\/p>\n Our team is here to provide clarity and support. If you have any concerns regarding your specific plan or would like to discuss these developments further, please do not hesitate to reach out.<\/p>\n","protected":false},"excerpt":{"rendered":" We are all processing the significant developments over the weekend regarding the joint military strikes on Iran. With the confirmed death of Iran\u2019s Supreme Leader and reports of retaliatory strikes across the Gulf, we have entered a period of heightened geopolitical risk that is already being reflected in the prices of oil, gold, and global […]<\/p>\n","protected":false},"author":255,"featured_media":3621,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[25,19],"tags":[],"class_list":["post-3620","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-love-letters","category-read"],"yoast_head":"\n\n