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.
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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.
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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?
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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. 🙏
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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.
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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. 🙏
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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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“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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We’re big fans of making the most of things. But it takes a little perspective to learn how to prioritize our goals. What are our very next needs? What are the wishes that can wait?
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There are many ways to get the job done. Whether the job is getting dinner on the table or investing for retirement, rarely does it ever come down to an ultimatum, something like, “If you can’t stand the heat, get out of the kitchen.”
What if you just need a different recipe?
Join Billy for a walk, as he shares his thoughts about how to switch things up in this week’s message.
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