Webinar Highlight: Thinking about Risk and Correlation the Right Way

How do you think about risk in your portfolio?

Risk management goes beyond simply owning a mix of stocks and bonds. Austin Root explains why a traditional 60/40 portfolio may struggle, especially when markets move together and why market diversification alone isn’t always enough.

The conversation explores why correlation matters during periods of market stress and how our investment team thinks about diversification and portfolio construction across market cycles.