The Keys to Investing in a Turbulent Market

In an era of heightened market volatility and economic uncertainty, Visiting Fellow Marshall Lux, along with Research Assistants Rohan Mistry and Michael Sapozhnikov, offer a timely and accessible overview of investing fundamentals.

Whether you’re navigating turbulent markets or planning for the future, here are six principles to keep in mind:

• Focus on the long term
• Tune out the noise
• Diversify wisely
• Minimize costs
• Invest consistently
• Stay grounded in fundamentals

With recent headlines dominated by tariff tensions, this letter is a timely reminder that discipline, patience, and perspective are the foundations of investing success.