Our Investment Committee recently met to review our investment models and discuss the current investment landscape. While March was a negative month in the markets, the start of April has brought a welcome upturn, and we’re pleased that our model portfolios are tracking closely with their benchmarks.
We recognize there is no shortage of concerning headlines right now. News cycles can feel unsettling, and it’s completely understandable to have questions or concerns.
That said, when we look beyond the headlines, we continue to see encouraging signs. One of the most important is that corporate earnings are still growing. Strong earnings growth has historically been a key driver of long term market returns, and it provides a solid foundation even during periods of market uncertainty.
While short term market movements are never predictable, we remain hopeful and confident in a disciplined, long term approach to investing. Our portfolios are built with diversification and resilience in mind, and we continue to actively monitor conditions and make adjustments when appropriate.
As always, never hesitate to reach out to us if you have questions. We’re always happy to talk.
Sincerely,
Your PFA Investment Committee