If the recent market swings have you wondering whether diversification still works, this chart offers perspective. Over the past 15 years, no single asset class has consistently led the pack.
That’s the beauty of diversification. While the S&P 500 has delivered strong long‑term returns, other areas, like small cap, international (EAFE), emerging markets and fixed income have each had their moments in the spotlight. The “jellybean” pattern reminds us that chasing last year’s winner rarely pays off.
Periods of volatility, whether driven by inflation data, rate decisions, or global headlines, are part of the investing journey. Yet disciplined investors who stay the course tend to capture the market’s long‑term growth rather than its short‑term noise.
The takeaway: markets move in cycles, leadership changes, and patience is rewarded. Our message remains; stay invested, stay diversified, and stay focused on the long‑term plan we’ve built together. We are always here for the conversation...
