Markets rallied—but we didn’t just ride the wave. In Q2 2025, we made disciplined, forward-looking portfolio adjustments. Watch the video to see how we’re positioning for what’s next.

In our Q1 2025 trade memo, we highlight strategic adjustments made to the portfolio, including a focus on U.S. stocks, tactical risk management, and navigating inflationary pressures. Read more to understand how these adjustments align with current market conditions.

Our Q4 Trade Memo provides a roadmap for year-end investing and 2025 market readiness. Discover our latest portfolio adjustments, why we’re increasing focus on U.S. stocks, adding tactical gold allocations, and preparing for a post-election rally.

With the election season bringing uncertainty, it’s important to have a strategy in place to safeguard your financial future. In this newsletter, we’ll discuss how to navigate election-driven market volatility with confidence and make the necessary adjustments to stay on course.

The Second Quarter 2024 Trade Memo and Market Update highlights the major market movements and strategic adjustments made during a dynamic period marked by geopolitical tensions, economic policy shifts, and technological advancements. Discover how key trades and a focus on diversification helped navigate the complexities of Q2.