March 2026

We are seeing the storm clouds gathering and like any good sailor, we are always at the ready to batten down the hatches. The war is real, oil prices are real, the headwinds are real, but it is not a time to panic.  In our current economic environment of war and rising oil prices it’s time to lean in and rely on our experience and knowledge.  The price per barrel of oil has risen sharply, but we have been here before, notably going back 2022, 2014, 2012, and 2008.

In calm waters, even inexperienced boaters can steer to their destination with the most basic navigational information. It is when the water starts rising and the seas get rough that you need a seasoned professional. My mantra and philosophy in investing holds true in volatile markets more than at any other time. Following fear or reacting to headlines is not a good financial strategy. When the seas get rough, we don’t abandon ship.

We will work together to get you safely to your destination.

Sharon