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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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.
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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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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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