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As we enter this period of heightened volatility and checkered quarterly returns, it is even more important to keep a strategically balanced portfolio. We remain opportunistic in adding non-correlated allocations (see Leslie’s thoughts) and stick to our unemotional disciplines (see Bart’s advice) to avoid common market timing whipsaw mistakes, all the while continuously optimizing our core securities selection (per Stella’s article).

Don’t hesitate to call or reach out to your service team with questions: 949.363.8686

All the Best,

Mark, Leslie, Stella and Bart