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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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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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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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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How do we get from where we are to where we’d like to be? Sometimes it’s hard to imagine how we’ll close the gaps. The good thing about the big stuff is that we can only get them done one step at a time. We might wear many hats in life, but along the way… we can only wear one hat at a time. 🙏
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