In this quarter's update, we'd like to cut through the noise and share what's actually happening in markets, put recent performance in proper context, and remind us all why maintaining investment discipline through periods of uncertainty remains the cornerstone of long-term financial success. 

With the 24-hour news cycle spouting every conjecture and opinion possible, it’s tough to know what’s reality — and whether investors can anticipate major changes in 2025 and beyond.

As another election cycle approaches, investors often wonder how political outcomes might impact their portfolios.