It takes all kinds. Really, literally. A versatile team is made from a variety of strengths. Here’s a little glimpse at some of the players we like to see in a balanced portfolio.
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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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We can do it all… but not all at once. How do we prioritize the financial goals on the path ahead? Watch for this and more, in this week’s video.
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“Who knows what is good and what is bad?” What an ancient parable has to teach us about getting a “luck-proof” approach to investing: a message from Caitie this week.
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Caitie Leibman, CEO
The best-known wisdom of Wayne Gretsky is probably the hockey player’s line about missing 100% of the shots you don’t take. Sure, sure. But let’s say we’re already off the bench, we’re flying around.
Then how do we change our odds?
Gretsky had this to say about his scoring records: “I skate to where the puck is going, not where it’s been.”
“Luck” might sound like a flimsy or woo-woo idea. But what Gretsky is getting at is opportunity, putting himself in position just in case things line up. He makes himself ready to be lucky.
Janice Kaplan writes about Gretsky and other famous examples in her book How Luck Happens. Consider Mother Teresa’s efforts as a fundraiser for her charities. It might surprise people to find out that Mother Teresa often flew first class, given her work among the poor.
But where would Mother Teresa be likely to find her biggest potential donors? The first class cabin on an international flight isn’t a bad place to start. By putting herself in a position where the right opportunities became more likely, she was ready to be lucky.
Have there been times in your life when it felt like you found yourself in just the right place at the right time? (Or, maybe, the wrong place at the wrong time?) There will always be some elements of chance or serendipity in life—and goodness knows none of us has a crystal ball.
Even still, we believe we can make it more likely for the best things to happen in life. We don’t have to be right every time. We just have to be ready.
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Back in the snowbird chapter of Mark’s life, he learned that looking for shells was always more fruitful when the weather had been rough. The markets get stormy sometimes. What might come out of the churn? Some perspective for any weather, in this message from Mark.
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“Getting in on the ground floor” may sound enticing. We like to be first, best, and on top of things. But just remember that the view is always better from higher up.
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Hope, optimism, belief, notion… In our line of work, it doesn’t matter how you say it. We’re banking on the idea that, overall, we’ll see more up than down.
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“To be, or not to be: that is the question.”
In his famous line, Shakespeare’s Hamlet was talking about life and, well, its end. The play has many timeless themes, but we never want to mistake drama for wisdom. (Hamlet was a desperate man pushed to the edge, remember!)
Perhaps we could focus on how things happen between now and then. The idea of longevity can have a lot of layers. Consider these three:
While we don’t get to dictate how life unfolds, our attitudes and habits can influence all of these things. Our access to health information and data is increasing every day. Many of us already know the decisions that will help us prevent heart disease, and diabetes, and cancer, and Alzheimer’s. That’s power.
For my part, I’m having a good time on this earth. I try to pay attention to ways I might stretch out my healthspan: I am a health hobbyist, you could say. Health is not a formal part of our business, however.
Instead, in our professional capacity, we work with you on your wealthspan—striving to grow your bucket and to connect your money to your life, in order to invest wisely and spend well.
It all goes together: the healthier we are, the longer we might live. The longer we live, the greater the opportunity to compound our wealth—and decide how to deploy it fruitfully.
We can’t know exactly what’s in store for each of us. But here in the present, we can make it more likely for the best things to happen. For many of us, that means living independently, where and how we want, for a long time: our wealthspan.
It’s a grand adventure we’re on, isn’t it?
Clients, if you would like to talk about this or anything else, please email us or call.
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There’s a lot of relationship advice out there, but here’s the thing… You are in charge of your relationship—with yourself. Nurture, treat, and care for yourself like you would any beloved. This may be the best investment you’ll ever make.
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