“Most of the time the world doesn’t come to an end.”
~ Ben Carlson
In 2025, we helped clients to endure another scary stock market correction and to benefit from its subsequent strong recovery.
We are delighted to share with you this brief article which wisely summarizes this current year in financial markets:
Staying the Course Worked (Again)
Notably, our clients experienced first-hand how staying the course works when you:
1) Manage your risk level with professional advice
2) Employ professional defensive strategies in your portfolio*
In fact, we are confident our defensive strategies made the all the difference once more in 2025, because they provided a smoother ride precisely when needed. Our “pension-style” portfolios are spefically designed to help keep you invested so you can better achieve the benefits of long-term investing!
*We would love to discuss how our defensive strategies performed this year.
If you would like a 20-minute demonstration, feel free to contact us.
Your CommonWealth Team


