Perspective in Times of Tension
We, like you, have been digesting the news of the weekend after the US and Israel launched a joint operation in Iran, and we have stayed abreast of the news as events unfolded thereafter.
As of this print, markets are behaving as you might expect: stocks are down (moderately), gold and silver are up (as per usual in the face of new sources of uncertainty), and oil prices have spiked (which makes sense given that Iran is OPEC’s fourth largest producer of oil and there are new questions about supply given this weekend’s developments).
We will, of course, keep a watchful eye on the headlines. As you know, your portfolio has been weathering uncertainty like this for as long as you’ve had a portfolio, and that will never not be the case. Though it’s unclear where markets will go this week (and beyond), we’ll note that the stocks in your portfolio are up nearly 10% year-to-date (and almost 33% since the beginning of 2025, outpacing their benchmark by 5% in both periods).*
There’s been no shortage of uncertainty these last 14 months, and we expect more ahead. So we’ll close with this reminder: your portfolio is built for times like these, as is your financial plan, as are you.
And, of course, if you’d like to talk about what you’re seeing or hearing or feeling with us, don’t hesitate to reach out to a member of the YeskeBuie team. We’re here, as ever, ready for what may come.
Best,
The YeskeBuie Financial Planning Team