Dear GLL Clients,

In environments such as the current, we understand that anxiety and stress will often occur as the constant flow of news headlines and erratic market movements can overwhelm. Over the last several weeks, the large swings in stock prices have persisted as policy communications have greatly evolved, particularly regarding the timing and scope of tariffs. We will elaborate on what tariffs are and how they may affect the economy in our forthcoming quarterly investment release.

While both the decisions surrounding tariff-related policies as well as their outcomes remain difficult to determine and wide in scope, we are continuously examining the ongoing news flow, potential impact and importantly, the underlying positioning of your accounts. Importantly, we want to remind you that amidst erratic market moves, it is often easy to lose sight of the time-tested benefits of staying invested for the long haul. While there is no “silver bullet” asset allocation, diversification offers the best chance to ride out sustained periods of economic and market uncertainty.

While we do not have foresight on what is to come, we want to reinforce the long-term perspective of sticking with your financial plan which can ultimately enable investors to see beyond the ongoing market vacillations which feel so heightened. While we are experiencing ongoing market turbulence, we frequently reference these 3 key tenets to aid clients who may be feeling discomfort, as laid out in the attached article. For those who are feeling this discomfort, we would advise you to read these salient points.

Ultimately, in market environments such as the present, we want to remind you to focus on what is important to you as well as what is within your control. It goes without saying, the day-to-day fluctuations of the market lie far beyond anyone’s ability to control, and that includes us. This is why we design portfolios based on the principles that we can control, such as ensuring your portfolio is diversified while carrying an appropriate mix of investments to obtain your long-term financial goals. When we construct and develop portfolios, we are always bearing in mind the uncertainties which are ever-present when you invest so you can focus on what gives your life meaning and fulfillment. We remain intently focused on fulfilling our duty to serve you, both through calm as well as uncertain times, and we are grateful for the partnership and trust provided by working with you.

Please reach out if you would like to speak with a member of our team.

Sincerely,
Graves Light Lenhart Wealth