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Client Update: January 2026

As we enter the first quarter of 2026, we are witnessing a profound dissonance between the geopolitical headlines and the economic reality.


If you are reading the news, you see fragmentation: The "Donroe Doctrine," the seizure of assets in Venezuela, and the hardening of global trade blocks. The world feels volatile.

If you are looking at your portfolio statements, you see the opposite: The markets are "off to the races." Bonds are stabilizing, and equities in Canada, the US, and Emerging Markets are driving upward.


This update is designed to reconcile that dissonance and reaffirm the specific architecture we have built for your family to withstand it.


The Assessment: Continuity Amidst Noise


The anxiety you may feel when reading about tanker seizures or trade tensions is valid, but it is not a signal to alter your Sovereignty Charter.


Our investment committee views the current environment through the lens of the Continuity Principle. Despite the political theatre, the underlying economic machinery—"The Vineyard"—continues to grind forward. The data for early 2026 suggests an acceleration in growth, not a contraction.


However, "growth" does not imply "safety." We are entering a period of High-Stakes Fragmentation. The global economy is splitting into distinct spheres of influence. While this creates volatility in the headlines, it often creates opportunity in the markets for those who are properly positioned.


Your Architecture: Why We Are Calm


We do not predict the future; we govern for it. Your family’s wealth is structured to ignore the noise because it is built on two distinct foundations.


1. The Storehouse (Your Safety)

You will notice a portion of your wealth remains anchored in high-quality, liquid, and non-correlated assets. This is your Storehouse.

  • The Purpose: It provides liquidity independent of the stock market.

  • The Application: If the "Donroe Doctrine" triggers a temporary trade shock or a market correction, your lifestyle is unaffected. We do not need to sell a single seed from the Vineyard to pay for your life. This allows us to view geopolitical crises as observers, not victims.


2. The Vineyard (Your Growth)

The remainder of your capital—your Seed Capital—is deployed in the market.

  • The Purpose: To capture the harvest of global growth and outpace inflation.

  • The Application: This capital is currently participating in the 2026 acceleration. Because your Storehouse is full, we can allow this capital to remain planted, capturing the upside of this "Continuity" cycle without fear of short-term volatility.


The Canadian Reality


Specifically for our families in British Columbia: The headlines regarding Venezuelan energy or US protectionism often sound more alarming than the physical reality warrants. The infrastructure of our economy—pipelines, resources, and trade agreements—moves much slower than political rhetoric.

We focus on the pipes, not the tweets.


Stewardship in Action


There is no action required from you at this time.

  • If you are in the Alignment Period: We are continuing to build your Sovereignty Charter to ensure your values govern your assets before we expose them to this volatility.

  • If you are in Maintenance: Your rebalancing has likely already occurred to harvest recent gains and refill your Storehouse.


The world is noisy. Your plan is quiet.


If you feel the biological stress response triggered by the news cycle, remember: We have already built the shelter for this storm.


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