Client Access  |  Careers & Advisory Teams
Exec. Corner.
May 24, 2022

Executive Corner

Kim Brown, President

In life, no one has all the right answers. That’s just a fact. We navigate our decisions based on what feels best and makes the most sense to us. That’s simply human nature.

In reflecting upon our 43-year history and the numerous bull and bear markets we’ve navigated, we know this to be true: bears and bulls are always looming. They are a formidable competitor to diligent processes, sophisticated research, and human intuition. While the bulls can bring confidence and even euphoria, the bears can leave us feeling anxious and uncertain.

One of the roles of a financial advisor is to help take the emotion out of critical financial decisions, specifically surrounding portfolios, in order to keep clients in the best possible position towards achieving both their short- and long-term goals.

As we all navigate this turbulent time, we continue to be reminded that financial advisors are people too. We have spouses, partners, kids, grandkids, retirement dreams and yes, personal portfolios. We truly are all in this together.

We love what we do. And we believe in and are committed to it even in – and because of – difficult times like these. We do our very best to prepare for the ups and downs of the markets. We have tough conversations, we feel the same uncomfortable emotions that many of you do during these times, but we often do not act on them in the way that feels “intuitive.” Rather, we remain humble and navigate the markets guided by solid research, a disciplined and proven process, and the lessons of history. Not emotions. Why? Because emotions can cause us to make unnecessary deviations to a solid strategy. We need to stay engaged and focused. We need to keep going. We need to keep living. We need to seek opportunity in what is. Life doesn’t come to an abrupt end because there are difficult times. Volatile markets, like all tough situations, need to be put into perspective. Easier said than done, we understand that. History shows us we will get to the other side of this. It might not be easy, and it might take a little longer than we like, but we believe it will happen. And along the way there will be new opportunities to take advantage of. There always have been.

Thank you for placing your trust in us. We appreciate the opportunity to work with you to navigate these ups and downs, emotions, and the opportunities that lie ahead. That is a privilege we do not take lightly.

A major part of our advice driven by advocacy® approach is to provide you with as much context and peace of mind as we can, regardless of market performance. Please do not hesitate to share any of your concerns with us – we will do our best to help answer questions, deliver solutions, or whatever it takes to support you in a way that works best for you.

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