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Market Commentaries

Perspective Amid Market Uncertainty

Since peaking at 6,147 on February 19th, the S&P 500 has dropped 9.4% to 5,572 by March 11, 2025, bringing its YTD decline to 5.2%. Interestingly, this decline contrasts with a 6.0% YTD gain in international equities (MSCI ACWI ex USA Index). This marks a reversal of the long-standing trend where US equities significantly outperformed global markets. In the note below, we explore the causes behind the US equity market’s recent weakness and its implications for future performance.

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Risk Buckets and Risk Utilization

Asset-class weightings do not necessarily convey portfolios’ true underlying risk characteristics. Therefore, we believe Risk Buckets and Risk Budget Utilization are better frameworks to measure portfolio risk vs. expected return, and to better construct adaptable portfolios across various market environments.

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Typical Needs of Wealthy Investors

While each individual or family has a unique mix of goals and requirements, they frequently share a need for planning and investment expertise and resources, and other support.  Forward-looking, wise management is the most commonly needed ingredient.

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