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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A Luck-Proof Mindset
“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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The Treasure in the Churn
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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The View from Your Investments
“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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One Simple Goal
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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Coming Back To My First Love
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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It’s Not about “Should”
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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The Hats We Wear
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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Focusing on What Went Right
We can put a lot of energy into studying the tape, rolling back through our missteps and mistakes. But what about what went right? What do we have going for us?
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Sorting Out Probabilities
Many domains in life require us to make decisions in the face of uncertainty. It’s possible to act even when the outlook requires a hearty dose of hope about better times ahead. Sometimes we can only see as far as the headlights reach—but you can make the whole trip that way. 🙏
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