Month: October 2024

Whose Money Is It?

Money you accumulate can work like an orchard, and the income—the fruit crop—helps run retirement life. Some in the industry would call clients taking out their own money “attrition.” Attrition, per the dictionary: “loss or destruction, corrosion, waste.” But to us, it’s simply investing wisely, spending well. Attrition, shmattrition.


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The Plentiful Magic Pie

Did you know that the main ingredient to the magic pie is stock ownership? Common stock is more than just a transaction on the computer—it’s an investment, a share of an enterprise that’s out there in the world, trying to do something. Best part about a magic pie? There is plenty to go around.


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When the Wisdom of the Crowd Becomes Herd Mentality

Sometimes it takes a big splashy effort to swim upstream! Our friends may be making different choices than us, but it doesn’t mean we’re wrong. What the crowd seems to want is not always right for us. So how do we decide?


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Persisting through the Seasons

And just like that, the heat of summer is gone. The cycles of nature are such a useful way to think about the cycles in the economy and the markets.

No guarantees… but we seek to persist through the seasons. More in this week’s video.


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We the People

“We the People of the United States, in Order to form a more perfect Union…”

So reads the Preamble to the Constitution, which frames the purpose of one of our nation’s fundamental documents. A quick search will reveal that the use of the word “perfect” might have meant something like complete, confident, or whole.

What would make the American enterprise more complete?


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