December 2023

Merriam-Webster defines trust as the assured reliance on the character, ability, strength, or truth of someone or something. They define integrity as the quality of being honest and having strong moral principles that one refuses to change. To me, you can’t have one without the other.

As a husband, father, and grandfather, both are intangibles that I’ve earned. So needless to say, neither are taken for granted let alone up for compromise.

Professionally, there’s a framed certificate hanging in my office that identifies me as an Accredited Investment Fiduciary. It serves as a daily reminder of my responsibility to always act in the best interest of my clients. To carry out my duties as an investment advisor with a code of ethics, conduct, and standards. Again, intangibles that I’ve earned. Never taken for granted nor compromised.

I expect the investment landscape to offer challenges and opportunities in 2024. Likely to be unnerving at times, you can trust I’ll be monitoring markets for both without bias and always in the best interests of my clients.

Here’s looking forward to a healthy and prosperous 2024!