Each season of life brings different challenges—and makes different demands of us. Still, we don’t fight change. What does this season of life have to offer?
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Plenty To Be Thankful For
Won’t you join me? I’m getting in the spirit! A little personal reflection for this fine holiday week.
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Some Tricks for Treating Yourself
Our brains are so good at getting used to things that they will keep chasing new pleasures, new experiences, and the next thing to bring us a boost. But research shows there’s more bang for our buck by treating ourselves more frequently, in smaller doses—and our wallets might thank us.
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An Orchard Is a Long-Term Endeavor
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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Whose Money Is It?
Money you accumulate can work like an orchard, and the income—the fruit crop—helps run retirement life. Some in the industry would call clients taking out their own money “attrition.” Attrition, per the dictionary: “loss or destruction, corrosion, waste.” But to us, it’s simply investing wisely, spending well. Attrition, shmattrition.
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The Plentiful Magic Pie
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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When the Wisdom of the Crowd Becomes Herd Mentality
Sometimes it takes a big splashy effort to swim upstream! Our friends may be making different choices than us, but it doesn’t mean we’re wrong. What the crowd seems to want is not always right for us. So how do we decide?
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Persisting through the Seasons
And just like that, the heat of summer is gone. The cycles of nature are such a useful way to think about the cycles in the economy and the markets.
No guarantees… but we seek to persist through the seasons. More in this week’s video.
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We the People
“We the People of the United States, in Order to form a more perfect Union…”
So reads the Preamble to the Constitution, which frames the purpose of one of our nation’s fundamental documents. A quick search will reveal that the use of the word “perfect” might have meant something like complete, confident, or whole.
What would make the American enterprise more complete?
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