We would like to update you on the measures we are taking to continue managing your investments effectively. 

While the spread of the coronavirus has had a significant impact on market volatility, markets are designed to handle uncertainty — prices quickly incorporate new information and reflect expectations about a company’s future risks and opportunities, including the potential impact from a viral outbreak. 

Our approach is to maintain globally diversified portfolios that are tilted towards factors that exhibit higher returns. We adhere to that approach in all market environments. Remember, we are investing for long-term needs.

Navigating Heightened Market Volatility

There is no downplaying the sharp market declines and increased volatility we’ve experienced — or the anxiety that understandably comes with it. Our investment philosophy has weathered a wide range of market conditions in our decades of investment experience. We’re confident that our approach will guide us through these current challenges as well.

While we are holding steady in our approach, we have intensified our activities in other areas. Whenever there is higher market volatility, we increase our monitoring of conditions that could affect our investment process or strategies, such as our asset class providers and custodians, which include Dimensional Fund Advisors, Vanguard, Fidelity and TD Ameritrade. Another measure we take is reviewing how trading markets are functioning and overall market volumes as it pertains to rebalancing. Finally, we are performing critical back-office functions and we’re in regular communication with our service providers.

Our Commitment to You

As always, and especially during uncertain times, we want to be fully transparent and available to answer any and all questions. We are well equipped to provide virtual engagements that allow us to deliver the level of service you’ve come to expect from us.

We thank you for the trust you have placed in us, and we hope you and your family remain healthy and safe.