Daily Archives: January 14, 2026

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The Four-Year Harvest Avocado trees take three to four years to bear first fruit and four to five years to reach full production. You can’t rush biology. A farmer who plants an orchard today is making a bet on conditions years into the future—conditions that are impossible to predict with certainty. The work happens anyway,…

Q4 2025 Wealth Management Update: Why We Diversify

Wealth ManagementBy Connor Doak January 14, 2026

Why We Diversify At a recent portfolio review, a client asked a question we hear in different forms all the time: “If the S&P 500 keeps dominating, why should I bother diversifying?” It’s a fair question. After over fifteen years in which U.S. mega-cap stocks drove most of the market’s returns, diversification can feel unnecessary—even…

Daily Archives: January 14, 2026

Q4 2025 Small Cap Year-End Letter: The Four-Year Harvest

Q4 2025 Wealth Management Update: Why We Diversify