Watch

It’s Your Story

Even heroes get knocked down a time or two when fighting their monsters. There may be a couple of bumps in the road, but what good plot doesn’t have some conflict? With our passions in mind, a little bit of perseverance, and a good plan, we all get to be the hero of our own story. Want to talk through what’s important in your story? Call or email to chat.


Want content like this in your inbox each week? Leave your email here.

Distracted by Shiny Objects?

“There’s gold in them thar hills!” Gold and the rush to grab it have fascinated Americans for so long.  

We’ve been hearing again about the allure of it and other precious metals as investments. Hear from Greg on whether the enchantment makes sense for us.


Want content like this in your inbox each week? Leave your email here.

Where are you on the ride?

Anybody else remember the drop of your stomach when your folks drove a hilly country road and you weren’t expecting the quick downhill drop? We never knew when the highs and lows or the next turn was coming—sounds a lot like the markets, doesn’t it? 

Where are you on the ride? Check out Caitie’s take on thrill rides and the rhythms of the markets this week


Want content like this in your inbox each week? Leave your email here.

The Trip of a Lifetime

If you’re looking for an excuse to give up, you’ll always find one. How to change the tire and get back on the road.


Want content like this in your inbox each week? Leave your email here.

Being True to Yourself

Pride Month reminds us of the courage it takes to embrace our own sense of things. That same dedication to individuality matters in our professional and financial lives, too—because true progress only happens when we stay anchored to our own integrity. What does megastar Taylor Swift have to teach us about trusting your gut? We break it down in this week’s video.


Want content like this in your inbox each week? Leave your email here.

HOW DO YOU MEASURE A YEAR?

How do you measure a year in the life? Our former CEO Mark Leibman is celebrating a handful of exciting milestones! We’d love for you to take a minute to hear all about it from Mark himself.


Want content like this in your inbox each week? Leave your email here.

Wellness Wishes from Your Past Self

What would I have to learn if I could talk to my past self? Or my future self?

There are some mental exercises that might help us reflect on our goals, but here’s what I’m wondering: What do truck stop chili dogs have to teach me?


Want content like this in your inbox each week? Leave your email here.

It’s Not Forbidden Fruit

Why do we own the orchard? It’s a long-term endeavor, our favorite metaphor for retirement planning. We plant and tend the trees in our working years, but in our retirement years, we live on the fruit crop! It’s about the balances, until it’s not. Then it’s about what they produce. 🙏


Want content like this in your inbox each week? Leave your email here.

The Meaning of “Client-Centered

What does it mean for our business to be “client-centered”? (Wait, shouldn’t all business be “client-centered”?…) In this week’s video, Mark and Caitie talk about the role the firm plays in our relationships with you, what the client’s job is, and more.


Want content like this in your inbox each week? Leave your email here.

It Starts with Listening

Listening to one another is a gift that costs nothing but means everything. We know that our time and attention are precious resources, which is why our team here at 228 Main always has our “listening ears” on. 🙏


Want content like this in your inbox each week? Leave your email here.