Portfolio Gains and Diversification Losses

2025 brought strong returns across asset classes, but economic forces pushed many investments in the same direction.

In this video, Robert Amato explains why true diversification is getting harder and how Compass Wealth Management helps clients adapt using our Investment Road Signs™ framework.

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This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of January 12, 2026, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.