Tariffs, Turbulence, and Protecting Your Portfolio with Senior Portfolio Manager Russ Martin

by | Insights

With new tariffs in place and market volatility on the rise, many people are asking: What does this mean for my portfolio and long-term plan?

In this timely conversation, Josh Whelan sat down with Russ Martin, Senior Portfolio Manager at City National Rochdale, to break down what’s driving today’s uncertainty — and how investors should respond. We cover:

  • What tariffs are doing to consumers, businesses, and the broader economy

  • What the Federal Reserve is likely to do with interest rates — and why it matters

  • The real risk of recession (and what’s more likely)

  • How investors should think about volatility vs. long-term risk

  • How a well-structured financial plan can serve as a compass, guiding you through short-term market fluctuations with more confidence

We know this environment creates real anxiety — and it’s valid. But with a clear understanding of what’s happening and a well-built plan in place, you can navigate these uncertain times with confidence.

If you have questions or need personalized guidance, don’t hesitate to reach out to our team for support!

Source: CNR

Past performance does not guarantee future results. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is a market value weighted index with each stock’s weight in the index proportionate to its market value. Clients cannot invest directly in an index.

The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.

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