During times of stress in the financial markets, clients and prospective clients often ask, “What is the plan?” or “What should we be doing?” The simple answer to both questions is “Follow the financial plan that has been carefully crafted and put into place to ensure you can live the life you wish to live.”

As many of you know, I continue to put my Air Force pilot skills to work flying what I lovingly call Ullmann Airlines (Cirrus SR22T).  We periodically travel to meet our clients who live outside of northeast Florida. Recently, my colleague Pat Kilbane and I planned a visit to South Florida. The forecast for takeoff was low clouds and windy but the destination in Stuart, FL was to be clear skies and light winds upon our arrival.