March 2026 Market Update

March was characterized by a sharp and synchronized global equity sell-off, driven primarily by escalating geopolitical tensions following military conflict in Iran.

Join Harry, David, Kevin, and Alex as they discuss the Market Update for March. As always, if you have any questions, please do not hesitate to reach out to us.

Diversification

Diversification is a powerful way to manage risk and smooth out your investment journey over time. It won’t prevent losses or guarantee gains, but it can help your portfolio stay more resilient across changing market conditions.

Join us for a discussion on what diversification is and its impact on your portfolio. As always, if you have any questions, please do not hesitate to reach out to us.

The Importance of Staying Invested

Ignoring the war in Iran from an investment standpoint has worked well for long-term investors. Here’s why staying invested continues to matter, even during major geopolitical events.

Source: AdvisorStream

Financial Anxiety vs Financial Stress

Financial anxiety and financial stress can look very similar, making them easy to confuse. Understanding the difference is important for making clearer financial decisions and moving forward with confidence.

Source: AdvisorStream 

What is Phased Retirement? 

Phased retirement is becoming more important as finances, demographics, and work expectations reshape retirement. Learn more about what phased retirement is, why it matters, how it works in practice, and more.

Source: AdvisorStream

Guarantor Definition, Roles, and Responsibilities

A guarantor is someone who agrees to cover a financial obligation if the primary borrower is unable to do so. Learn more about your role and financial responsibilities when deciding whether to take on the role of a guarantor.

Source: AdvisorStream