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Your Partner on the Path

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We feel those words truly express the heart of this Wealth Management practice.  If you think of your retirement journey as a lifelong road trip, the following is true:  it's easy, relaxing, and even fun to drive on a smooth road.  When there are no bumps, but rather a quiet and undemanding ride, we can fully enjoy the scenery. It's those unexpected curves, steep roadside drop-offs, construction zones, and traffic jams that sometimes tempt us to bail and seek a different route.  In most cases, changing routes adds unnecessary time to our travels and delays our arrival.  Carefully calibrated portfolios anticipate some turbulence and pit stops in our investment journey.  We don't always know when we'll hit a pothole or feel the need to pull into a rest stop, but we know it will eventually arise, so we build such allowances into portfolio construction strategies.  The truth is it's just easier to stay committed to a plan when the market is moving higher, but it is every bit as important to stay balanced and focused in our tenacity and investment discipline when fun isn't in the equation.  We'll advise when it's time to tighten our seat belts when the ride gets scary!