228main.com

All That And More!

© Can Stock Photo / Irochka

The narrow part of our duties here at 228 Main is striving to grow your buckets. (By this we mean trying to help you build your financial wealth.) But a much broader range of topics comes into play.

The next layer out from investment research and portfolio management, equally important, is effective investing behavior. Some of you seem to have been born with great instincts; others have proved to be trainable. We invest energy and time into describing what effective investing requires, as accurately as we are able, to help you be sure we are all on the same page.

Then there is the matter of how to connect your money to your life. What do you need in terms of portfolio cash flow or withdrawals to meet your goals in the real world? Which forms of investing for retirement are likely to get you to your goals? How much of an emergency fund is optimal for you? We work with you on nearly any money question.

If you take a step back from that, you find a whole philosophy of money and life. We attempt to provide perspectives on things that will help you and us find confidence, comfort and happiness with the choices we make. Achievement, reaching goals, spending wisely (as vital as investing well), perspective on events of the day, economic history, biographies of giants who have come before us… all find their way into our communications.

We get paid for managing wealth. All this other stuff is intended to help you have the resources you need to live as you would like to live. (We have longed believed that the better off you are, the better off we are likely to be.) Whatever counsel you need from us is free; anyone may read our essays, watch the videos, and follow us in social media.

Speaking of that, if you have reason to wish others could see our perspective on money and investing and life, you may point them to our digital communications. Better yet, we will add anyone you want to the list for our weekly short email—friends, children, whomever. Of course, we are too busy trying to grow your buckets to bother them, so being on the email list is a low-risk proposition. Just let us know.

Clients, if you would like to talk about this or anything else, please email us or call.

Connecting, Communicating, Caring

© Can Stock Photo / focalpoint

The third birthday of our 21st century communications program at 228Main.com is upon us. It is a natural time to look back, and think ahead.

When we started, there were things we wished each of you knew. Questions we answered over and over. Stories we told all the time. We wanted our values and principles to be available for inspection, anytime, at your convenience. And we wanted to tell you our thinking about strategy and tactics on a more timely basis.

But we also wanted to hear more from you. Interaction is a key feature of electronic communications and the new media. You reply to our email newsletters with questions or comments or service inquiries. You like or share or comment on the things we post on Facebook, LinkedIn, and Twitter.

The whole object was to talk to you in new ways. Others focus on how to attract new business, new customers—not us. We simply thought it was great to have our thoughts go to all clients at once, to your phones or computers, at the speed of light, for you to read at your leisure.

We are always looking for ways to improve, but it has been a success so far. We feel better-connected than ever. We were fortunate about one aspect: LPL Financial, with whom we are affiliated, is a sophisticated and strong supporter of the new media. (Not all investment firms are.) LPL provided a lot of information that helped us get started.

Now it seems as if we are creating the future together, out on the leading edge, building a reputation in the industry. But it is still all about talking to you.

We are committed to expanding our communications in ways that will make us more accessible to you. If you have anything you would like to share that might improve what we are doing, please email us or call.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Hello, Our Name Is 228Main.com

© Can Stock Photo / magann

A long time ago, we had a vision of what we wanted the business to be when it grew up. The kinds of things we do for you today are pretty much what we had in mind when we first got into business.

Naming the enterprise Leibman Financial Services was just good sense. That told who we are, and what we do. At first, there really was no ‘us,’ it was a one-man band. And people in the local market knew the name. When we moved to 228 Main Street in beautiful downtown Louisville, we started to grow a staff.

Then there were two people in shop, both named Leibman. My oldest brother Paul, a retired firefighter, helped me get the office ready for occupancy and became my first assistant. After that, my partner Cathy came in, and son Greg came in when Cathy retired. All named Leibman.

Now we have clients in twenty states. Many do business strictly from afar, by phone and email. Regardless of location, most of our clients receive most of their communications from us via http://www.228Main.com. Key members of our team have other last names.

As students of history, we do not seek change for the sake of change. Unchanging principles are a key part of what we are about. But we believe the name 228Main.com is a better reflection of the enterprise than Leibman Financial Services.

We are available 24/7 with a complete archive of our beliefs, principles, strategies, methods and aims. We put out daily commentary and features at the speed of light in various venues, available on your phones and screens at your convenience. We believe in the power of 21st century media to make us a straightforward source of better information on a more timely basis.

There are many ‘My Name’ Financial Services firms. There is only one 228Main.com.

Our top priority is the work we do with you and for you. Administrative tasks, if not pressing, are lower on the list. It will take us some time to fully convert to 228Main.com. We want you to be up on our plans.

Clients, if you would like to discuss this or anything else, please email us or call.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.