Life and Wealth Topics, Re-Visioned

© Can Stock Photo / nito

A gifted teacher of our acquaintance talks about the roots of the word ‘revise’ and ‘revision’ with her writing students1. To re-vise is ‘to see again,’ literally. It isn’t just fixing spelling or formatting text, but a fresh perspective, new meanings, an opportunity.

With our native fondness for new ways of thinking that are so often at odds with conventional wisdom, you have to know this concept resonated with us.

A brief catalogue of the major concepts we have seen anew, or re-visioned, includes:

1. How to think about risk in investing.
2. Investing successfully for a long retirement.
3. Integrating personal objectives with the demands of running a business.
4. Comprehensive financial planning.
5. Retirement (ours), which we transformed into a plan to be of service to age 92.
6. Where to live, which resulted in homes in both Nebraska and Florida.
7. Communicating in 21st century media yet staying personal and relevant to you.

We have addressed some of these topics in past articles. Others we will cover in the weeks and months ahead. And you know we will re-vise, “see again,” and find a new twist to tell you about.

One of the great blessings of our career is to know so many people like you who are willing to join us in looking at familiar issues in new ways. We believe this has worked out over time for you and us.

Clients, if you would like to talk about these topics or anything else, please email us or call.

1Caitie Leibman, Director, Doane University Writing Center,

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

No strategy assures success or protects against loss.

Investing involves risk, including possible loss of principal.