What's notable is that expectations rose, not fell, as the conflict unfolded, a pattern that stands in contrast to how earnings estimates typically behave during periods of stress. But the more interesting story isn't what prices did. It's what's underneath them.

You've probably seen the headlines lately. Words like "redemption requests" and "liquidity concerns" showing up alongside private credit funds. So let's break it down, what's happening, why it matters, and what it means for your portfolio.

You open the news, see another conflict unfolding, and your first instinct is to check your portfolio. When geopolitical tensions rise, it's natural to worry about your investments. But here's what's worth knowing: history tells us a different story.

For the first time in years, smaller companies are beginning to outpace their larger counterparts. It's a shift worth understanding, because it illustrates an important principle we often discuss: markets have a way of balancing out over time.

A globally diversified portfolio is designed to work quietly and consistently, not just when headlines make it feel important.

A resolution says, “I’ll do better this year.” A plan says, “Here’s how I make good decisions even when life doesn’t go as planned.” That’s why we believe the most successful financial plans are built on thoughtful planning, clear priorities, and a partnership that helps you stay aligned as life evolves.