A Quick Note

“It’s not enough that we do our best; sometimes we have to do what’s required.” – Sir Winston Churchill

Day in and day out, we are bombarded with news causing anxiety over the state of our country, fear of the market fluctuations, sadness over the Ukraine war, and outright despair watching news of Ian and Fiona.

  • Tension in Europe, China, and Iran
  • Political discord in the United States
  • High inflation
  • Questionable fiscal policies contributing to rising interest rates
  • An epic storm resulting in historical damage and fatalities
  • A likely recession

We ask ourselves how to manage all the uncertainty. 

Most of the above is out of our hands. What we can do is be available for conversations on how your portfolio has weathered the economic storm, discuss any changes to your thoughts on your investments and how we can move forward to best serve you.

We pride ourselves in building portfolio models designed to accomplish the goals you have shared with us, taking into consideration short term and long-term needs. Keep this in mind to allay the fears and anxiety that you may be feeling.

We will always do our best and what is required keeping in mind our long-term commitment you.

Please do not hesitate to let me know if you have any questions. We are keeping everyone affected by Ian and Fiona in our prayers.


John Kenan*, President

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