YOUR QUARTERLY VIDEO REVIEW
Hear our thoughts on the previous quarter & your financial life.
Our 2025 Q1 Quarterly Client Update video, sent to our clients to accompany quarterly statements. Please contact your Triune Financial Planner with questions!
Disclosures: Financial advisors are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients. Member SIPC. Past performance is no guarantee of future results. Diversification neither assures a profit nor guarantees against loss in a declining market. Investing involves risks including potential loss of principal and fluctuating value. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. This content is provided for informational purposes, and it is not to be construed as an offer, solicitation, recommendation or endorsement of any particular security, products, or services. Triune Financial Partners, LLC is an investment advisor registered with the Securities and Exchange Commission.
Transcript: Hello and thank you for watching Triune’s 2nd Quarter Market update.
As always, we want to take a few minutes to talk about what’s been going on around the world — and more importantly, what it all means for you and your financial life plan.
But this time, we are going to insert a slight twist.
Warren Buffet officially announced he will be stepping down from his post as CEO at Berkshire Hatheway, and we want to honor him by reflecting on three of our favorite quotes from him as we look back at the second quarter.
Let’s be honest — this quarter has been bumpy. Tariff tensions have continued, and the conflict between Israel and Iran has injected fresh uncertainty into global markets.
As always, volatility tends to rattle unprepared investors.
Warren Buffet addresses this with the following quote.
“The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd, or against the crowd.”
It’s not about outsmarting the market — it’s about staying grounded when we are tempted to “do something”. Particularly when the financial press is pounding the airwaves with dire predictions that fuel the “do something” impulse.
The recent conflict between Israel and Iran illustrates this thought, and we want to strengthen that perspective by way of exploring how events like this in the past have affected investors.
If you invested $1 into the global stock market in 1970 and left it there, you would have experienced 26 major global events, and your $1 investment would’ve grown to $126. This is an annualized return of 10.87%. Incidentally, this period includes the three deepest market corrections that we’ve experienced since the Great Depression: The Oil Crisis of the 70’s, the Dot Com Crash alongside 9/11 at the beginning of the 2000’s and the Great Financial Crisis just a few years later.
In other words, despite the 26 “possibly world altering events” that occurred, your investment nearly doubled seven times, purely by staying invested through these short-term moments of volatility.
A second quote from Warren Buffett reminds us of this when he said:
“Anything can happen anytime in markets. And no advisor, economist, or TV commentator can tell you when chaos will occur. Market forecasters will fill your ear but will never fill your wallet.”
In the first quarter, as the Tariff conversation began, we encouraged you to be patient and disciplined.
We urged you to stay diversified, stay invested, and avoid making knee-jerk decisions.
Why did we ask you to do that?
Our third quote from “The Oracle of Omaha” sums it up perfectly with this gem:
“If you knew what was going to happen in the economy, you still wouldn't necessarily know what was going to happen in the stock market. Every calm, disciplined decision you make today lays the groundwork for long-term success in the future.”
So, if you held steady, stayed patient, and trusted the process — we’re proud of you. Your patience has been rewarded with a full recovery from a swoon that almost reached bear market territory (a decline of 20%) and set a new all-time high in late June.
At Triune, our job is more than managing portfolios. It’s helping you keep perspective — especially when headlines are loud.
Okay – we can’t resist sharing one more quote from Warren Buffet. You’re probably familiar with this one because it’s part of our explanation of Triune’s investment philosophy that we reviewed with you when our relationship began, but we’re going to share it once again.
“Capital markets have a very efficient way of taking money from impatient investors and giving it to patient ones.”
We humbly ask you to continue to hold steady, stay patient, and trust both the process and the investment plan that is tailored specifically to your unique financial life plan.
If you have any questions, or want to revisit your plan, we are always here for a conversation.
Thank you for your continued trust, have a great summer and we will see you again next quarter.
Sources: https://www.ifa.com/quotes/warren_buffett
https://www.bankrate.com/investing/best-warren-buffett-quotes/