October Volatility Update

October Volatility Update: Near-Term Caution, But Looking for Opportunity

We wanted to give you a brief update on your investments since our last client letter to you. As you might recall, we took risk down in your portfolio(s) in August.  Since then, we have made some further adjustments to become more defensive. Market volatility has returned, and prices have corrected accordingly, particularly in equities.   Read more ➝