Newsletters

If the spring reinforced anything, it’s that we should expect the unexpected. While uncertainty is always part of the near-term outlook, the next 3.5 years under the current U.S. administration will likely bring continued policy shifts and unpredictability. April’s market events were understandably overwhelming for many—but the rapid sentiment shift serves as a reminder of the importance of discipline in investing.

We remain grateful for your continued trust in our services and hope you take some time to enjoy these fleeting summer months.

The evolving tariff situation has been unsettling for many. We continue to monitor ongoing developments and evaluate the impact on portfolios, maintaining a disciplined approach and the belief that quality companies with solid fundamentals will continue to build wealth over time. We hope this moment sparks positive economic change. Indeed, there may never be a more important time to be “true north, strong and free.”

Despite the challenges, the underlying forces driving progress—resilience, adaptation, innovation—persist over time. Continue looking forward.