If 2022 exposed cracks in your 60/40 portfolio, you’re not alone. When stocks and bonds fell together, traditional diversification failed. Here’s how smarter portfolio asset allocation can build resilience across inflation shocks, recessions, and market crises.

This year proved that proactive planning matters. Our team delivered expanded tax strategy options, new private market access, stronger downside protection, and greater portfolio flexibility. We share these updates—and a few milestones—in our annual newsletter, built to give you clarity for what’s ahead.

We’re excited to share two major updates: our new name—Everest Private Wealth—and the addition of Bong-Seok Choi to our team. Together, we’re elevating how we help families grow, preserve, and transfer wealth. Read more here.

We’re excited to welcome Larry Swedroe—renowned author and investment expert—to Everest as an investment consultant. Larry’s decades of experience in portfolio construction and market research will strengthen our ability to help clients make smarter, more informed decisions.

Big news at Everest! We’re honored to be recognized by AdvisorHub as one of the 2025 “Advisors to Watch” (#83 nationally!) and by Financial Advisor Magazine as the #2 fastest-growing firm in the $250M–$500M AUM category.

Market swings driven by new tariffs are stirring investor anxiety, but staying grounded is key. In our latest post, we revisit core investment principles and how to navigate uncertainty with confidence.