mark leibman

A Bad Case of the “Shoulds”

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!


Want content like this in your inbox each week? Leave your email here.

Find a Way Forward

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. 


Want content like this in your inbox each week? Leave your email here.

Get Back up Again

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.


Want content like this in your inbox each week? Leave your email here.

A Team with a Certain Set of Skills

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.


Want content like this in your inbox each week? Leave your email here.

Wants, Needs, and How to Prioritize

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.


Want content like this in your inbox each week? Leave your email here.

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.


Want content like this in your inbox each week? Leave your email here.

The Puck and the Luck: How to Make Things Happen 


Caitie Leibman, CEO

The best-known wisdom of Wayne Gretsky is probably the hockey player’s line about missing 100% of the shots you don’t take. Sure, sure. But let’s say we’re already off the bench, we’re flying around.

Then how do we change our odds?

Gretsky had this to say about his scoring records: “I skate to where the puck is going, not where it’s been.”

“Luck” might sound like a flimsy or woo-woo idea. But what Gretsky is getting at is opportunity, putting himself in position just in case things line up. He makes himself ready to be lucky.

Janice Kaplan writes about Gretsky and other famous examples in her book How Luck Happens. Consider Mother Teresa’s efforts as a fundraiser for her charities. It might surprise people to find out that Mother Teresa often flew first class, given her work among the poor.

But where would Mother Teresa be likely to find her biggest potential donors? The first class cabin on an international flight isn’t a bad place to start. By putting herself in a position where the right opportunities became more likely, she was ready to be lucky.

Have there been times in your life when it felt like you found yourself in just the right place at the right time? (Or, maybe, the wrong place at the wrong time?) There will always be some elements of chance or serendipity in life—and goodness knows none of us has a crystal ball.

Even still, we believe we can make it more likely for the best things to happen in life. We don’t have to be right every time. We just have to be ready.


Want content like this in your inbox each week? Leave your email here.

Play the audio version of this post below:

The Puck and the Luck: How to Make Things Happen 228Main.com Presents: The Best of Leibman Financial Services

This text is available at https://www.228Main.com/.

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.


Want content like this in your inbox each week? Leave your email here.

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.


Want content like this in your inbox each week? Leave your email here.

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.


Want content like this in your inbox each week? Leave your email here.