Q2 2025 Market Insights: How Diversification Protected High-Net-Worth Portfolios

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Market volatility made plenty of headlines in the firstquarter of 2025, but the real lesson is one that Grand Wealth Management hasalways championed: Portfolio diversification works. Our team saw firsthand howa globally diversified portfolio helped cushion the impact of a U.S. stockmarket pullback.

In our Q2 2025 update, Calvin Wiersma and JeffWilliams break down what really happened in the first quarter and howevidence-based investing and a disciplined approach helped our clients stay oncourse. From managing emotion-driven decisions to capitalizing on opportunitiesthrough rebalancing and tax-loss harvesting, they walk through the strategiesthat make our process work, especially in uncertain times

Watch the full video above, then click here to explore the full Quarterly Investment newsletter for deeper perspective and portfolio guidance.