In this quick update, we walk through a few important adjustments we made during our Q1 portfolio review. These include modest shifts in our stock exposure, a small increase to gold, and a move toward shorter-term bonds. While these updates were made prior to the latest market volatility and tariff announcements, they reflect our ongoing efforts to manage risk and keep your portfolio well-positioned in an environment of rising uncertainty and potential inflation. As always, reach out anytime with questions—we’re here to help.
