1792 Alysheba Way, Suite 201, Lexington, KY 40509
FINRA | Broker Check | SIPC

Transitions of Life

Seems like everything is transitioning right now, whether it’s changes in the weather, changes in the sports being played or teams we watch and root for, or the shift from anticipating the excitement of Keeneland and the upcoming Breeders Cup to savoring the memories we made. We spent a lot of time at Keeneland meeting people and enjoying our community, but now it’s back to the desk full-time – and we truly think change is good. Of course the emptying of the grandstand at Keeneland gave way to the excitement over trick-or-treating!

Basketball season is finally upon while we still cheer on our beloved Kentucky Football team, and I know many of you are heading to Keeneland for its second time hosting the Breeders’ Cup. Remember how exciting it was back in 2015 to Watch American Pharoah win the Classic? We don’t have a Grand Slam hopeful this year, but it’s still an exciting time in our great state and city. 

We do realize of course that there is ongoing concern about the financial markets, and while we can’t guarantee where they’ll be at the end of the year, we do think the US financial markets should reflect the dominance of the United States compared to the rest of the world.

When it comes to your investment portfolios, keep in mind that the market does oscillate up and down. In anything economically tied, there are challenges we all face. There’ll be days and weeks and months and years when there’s doubt, and there will be days and weeks and months and years when you feel like a champion. The key is to keep us in the loop about the seasonal changes in your life. Just as any champion Thoroughbred stallion has a solid team surrounding him, we can help you put the best plan in place for you and your family. 

We know this is a busy time of year for all of us. Transitions are relentless. But it’s also a great opportunity to reflect back, and finish 2022 like a champion. Let us know how we can help. 

Article by David Smyth, Senior Partner at Family Financial Partners — a financial services firm in Lexington, Kentucky.

Download our FREE financial planning checklist here.

Scroll to top