“You Retire Once… I Help People Retire Everyday”
In moments like this, headlines can feel louder than logic. The escalating U.S.–Iran conflict has understandably created anxiety — oil prices are reacting, volatility has picked up, and uncertainty dominates the narrative. But history reminds us that markets tend to follow a familiar pattern: an initial shock, a period of uncertainty, and then a normalization phase once outcomes become clearer.
In my latest perspective, Markets, Missiles, and Perspective, I walk through what the data actually shows following major geopolitical events. The historical record is surprisingly consistent — while short-term returns can be mixed, markets have typically been positive six to twelve months later.
More importantly, I outline what is truly different this time, what we are monitoring closely (oil persistence, credit spreads, earnings revisions), and why discipline — not reaction — remains the prudent course.
If you’re wondering whether this changes your long-term plan, I encourage you to read the full piece for context, clarity, and perspective. Click on the link below.
Thanks for reading. AP
