How to Navigate the Current Market Volatility
Posted on July 15, 2025 by Blake Backer
With the current summer market volatility, it may be an opportunity to revisit allocation strategies, especially if your portfolio is concentrated in your company stock.
Jeff Feinstein, our Managing Partner, and Steve Stroud, Senior Wealth Manager at Three Bell Capital, discuss how investors can navigate the current market volatility, and why volatility may lead to opportunities.
Steve advises his tech clients (from companies such as Nvidia) to reassess their exposure to public markets, evaluate alternative assets like real estate and build a diversified portfolio that can absorb future shocks.
Volatility often forces investors to pause and evaluate their portfolio structure. Many clients realize it’s the right time to reduce concentration—especially ahead of earnings or market catalysts.
Rather than letting volatility catch you off guard, Steve further adds that it can be an opportunity to make smart, tax-efficient moves to the portfolio and realign your long-term plan.
Interested in learning more? Contact us using the form below so that we can help you take the next step. For educational videos like this and more, be sure to follow our YouTube Channel!
Past performance of Pinnacle Partners OZ Funds is not indicative of future results. There can be no assurance that the fund’s objectives will be achieved or that cash distributions will, in fact, be made or, if made, whether those distributions will be made when or in the amount anticipated or that certain tax benefits will be available to investors. An investment in the fund is illiquid, speculative, and will involve significant risks. It is only offered to suitable and qualified investors. Full details about the fund and its associated risks can be found in the fund offering documents.
Nothing in this blog post should be construed as tax advice. Please confer with your tax adviser to determine if an investment in an OZ fund is right for you.
