Renee’s Reality - September 2026
Hello VIPs!
I cannot believe it is already September! It’s time for back-to-school, getting back into a routine, and welcoming the beautiful fall season.
I hope everyone enjoyed their summer. Unfortunately, our family suddenly lost my mother-in-law, and it has certainly reminded me how quickly life can change. Moments like this make you stop and think: Is everything in order with your financial affairs?
Please take a moment to let us know if anything has changed in your life. Have you:
- Experienced a change in your risk tolerance?
- Welcomed a new family member?
- Lost someone close to you?
- Had a change in your financial goals or circumstances?
These life changes can be important when it comes to your financial plan, and we are always here to help make sure everything stays up to date.
On a Happy Note…
Our family is growing! I am going to be a grandma (Nae Nae) X 6! Both of my beautiful daughters-in-law are expecting, and both are due in February. We are so excited to welcome two more little ones into the family!
I was also fortunate enough to travel this summer and enjoyed celebrating a beautiful family wedding in London.
When you lose someone you love, it reminds you to slow down, appreciate the people around you, and enjoy every moment you can with the people you love.
The Latest on the Stock Market
The markets continue to experience some volatility as we navigate rising energy prices and inflation concerns. There are some signs that economic growth may be slowing, but there are currently no clear signs of a recession.
As always, our focus remains on staying invested, diversified, and focused on your long-term goals rather than reacting to short-term market movements.
If you have questions or concerns about your investments—or if you just want to say hello—please call us anytime. We are always happy to hear from you!
Wishing you and your families a wonderful, healthy, and enjoyable fall!
Best Regards,
Renee
