News & Investment Updates From Hemlock Creek Wealth Management

Investment Update

Steady. But Ready.

September has historically been a market weak spot, yet it has defied expectations. Instead of stumbling, stocks are pushing to new highs, volatility remains muted, and the seasonal trapdoor that investors often brace for has yet to appear.

That ongoing divergence from history highlights why we rely on process over prediction. Markets will often tempt investors with patterns, narratives, and gut instincts, but those don’t provide a consistent edge. A systematic investing approach does, in our view. It adapts to what’s actually happening — capturing strength while it lasts and cutting risk when conditions change — and it removes the guesswork that so often derails long-term plans.

In this month’s Note, we look at how markets navigated September’s supposed weakness, the potential catalysts that could bend trends from here, and why consistency is as important in strong markets as it is during downturns.

But first, here’s a summary of the global asset classes utilized in our portfolios and their exposures for October.

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News

Hemlock Creek Wealth Management Advisors Earn Exit Planning Credentials

Hemlock Creek Wealth Management, an independent financial planning and wealth management firm, has enhanced its ability to serve the personal, business, and financial needs of owners of privately held companies by investing in the education and training of Founding Partners Nick Davis and Sarah Davis. Both earned the Certified Exit Planning Advisor (CEPA®) credential and are now part of the Exit Planning Institute’s specialized group of business advisors. The CEPA program is the most widely accepted and endorsed professional exit planning program in the world.

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Archive: News & Investment Updates

Investment Update


Compounding Requires Time, Stability, Patience

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Investment Update


Restraint (Not Reaction) Can Be The Clearest Expression of Discipline

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Investment Update


Forecasts Have Missed the Mark, Our Discipline Has Not

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Investment Update


Investment Systems Can Do Almost Anything. But Not Everything.

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