News & Investment Updates From Hemlock Creek Wealth Management
News
Investing In Any Market: How We Help Clients Stay on Track
Given the significant moves unfolding in markets, Hemlock Creek Wealth Management has heard important questions about what this means for client portfolios. Please continue to reach out to us with any questions and concerns, but we also want to recap some of the more frequent questions – and their answers – in the hopes it is helpful to you:
- What makes the investment approach used by Hemlock Creek Wealth Management different from traditional investing?
- What happens if the market drops?
- Will I still benefit when the market goes up?
- How do headlines and market news impact investing decisions in the portfolio?
- Is this investing approach tax efficient?
- What are the benefits of this investing approach for me as an investor?
Investment Update
Downturns May Look Similar, But Context Tells Us When To Act Different
Not all threats are created equal. Two situations might look similar on the surface, but that doesn’t mean they should be treated the same.
This principle is especially true in markets, where risks can appear familiar but behave very differently based on what came before.
This is where a systematic investing process can show its strength. Rather than treating every downturn the same, it adapts to context — recognizing when a pullback is just noise versus when it might be the start of something more serious. That adaptability is especially relevant now, as recent signals have led our systems to reduce exposure to U.S. equities.
In this month’s Note, we revisit two market corrections that looked nearly identical in speed and magnitude — but triggered opposite portfolio responses. The difference wasn’t in the outcome; it was in the setup. And that distinction is exactly why we follow process over prediction.
But first, here’s a summary of the global asset classes utilized in our portfolios and their exposures for April.
Archive: News & Investment Updates
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