It might help to think about financial goals like a line of dominoes. Only one domino needs to fall at first, and the momentum will build. We don’t have to do it all at once 🙏
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It might help to think about financial goals like a line of dominoes. Only one domino needs to fall at first, and the momentum will build. We don’t have to do it all at once 🙏
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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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“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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There may be no “I” in team, but we do think there’s still room for individuality. Teamwork doesn’t get us very far if we lose sight of our values in the process, so it matters whether each player is able to trust her gut. What does megastar Taylor Swift have to teach us about this topic? More, in this week’s video.
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It would be nice if the path were always clear or the choice always obvious. But a life aimed at the long haul is a little more complicated. No guarantees, but at least there’s plenty of good company here in the messy real world.
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Clients, this week we’ve got a little behind the scenes tour: what happens in our in-house research process?
Here are some of the things we like to think about (so that you don’t have to!).
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Who are we to get in the way of your peace and calm? Your choices are yours. Don’t let anybody “should” all over you!
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We can make flexibility a part of our lives and our financial planning. Our day-to-day is forever changing, and so it’s important to take some time to re-evaluate and make sure we are on track to get where we want to be. If our lives require a different plan, we make one! No one can white-knuckle their way to their dreams.
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