April 2026 Newsletter
“When the backdrop feels chaotic, our responsibility is not to respond to media headlines. It is to step back and focus on what drives market returns and portfolio outcomes. ….Our process is built for precisely these kinds of environments. We focus on data and adjust when facts change.” This is the underlying philosophy of all our investment partners monitored by AssetMark.
Visit CNR.com/insights/speedometers.html for a 7 minute overview video about current conditions and changes. Topics touched are Iran and oil, steadiness in US dollar and assets, opportunity in Intl stocks, the complications of Ai, private debt, market reviews and reasons for speedometer changes. Thank you, CNR, for generously sharing information!
The Electrification of Everything! This advisor webinar by SS&C ALPS Advisor is the realization that the underlying fuel systems to run the often discussed Ai data centers, but include driverless cars, electric vehicles in general and now growing community uses. After decades of electric industry growth of less than .5%/yr, recent years show annual growth between 3-4%. This is a quiet area with huge investment impact. Reach out for more discussion on this topic.
June 19-27 Lucky us!
TheRochester International Jazz Festival, in partnership with Rochester Regional Health, is one of the world’s leading jazz festivals. Since 2002, the nine-day, multi-dimensional festival has been held annually in downtown Rochester, NY, drawing over 210,000 people to 300+ shows and 19 venues.
Tooting our horn…
Kathy attended the Financial Transitions Institute (FTI) Mid-Year Conference to strengthen her Certified Financial Transitionist (CeFT) designation. Waterstone adds skills to help clients navigate changing life ahead. “When life changes, money changes and when money changes, life changes.” Susan Bradley, Founder of Sudden Money and FTI
Quick! You can still make the movie at Imax!!
Book / Film were suggested in March newsletter
Imax was a terrific venue for this bigger than life space experience. It will show at Tinseltown thru April 8 with three showtimes daily. Note: This is a 3 hr film. Be careful about the size of your concession snacks.
Be alert to the remastered showing of Cave of Forgotten Dreams on April 15 and April 19. This documentary showcases the 30,000-year-old Chauvet Cave paintings. Tickets are available through major chains like AMC, and you should check the AMC Theatres website for Rochester-area showtimes.
Both films will be exceptional experiences to share with kids 10+. They are a digression from the action films that dominate. Oh, the possible discussions!