Strategic: Strengthen your core

May 22, 2026

Periods of market volatility can reveal parts of a portfolio that may not be working effectively toward long-term goals. Implementing a “core” portfolio that is well diversified across asset classes, geographies, and sectors helps grow wealth steadily. Reviewing core holdings for concentration and diversifying across asset classes and regions ensures investors stay on course for long-term goals, even as markets and “satellite” investments become more volatile.