The 4th of July always provides me a time to reflect on our country’s history and those who came before us. Getting together with family and friends last weekend felt great considering where we were a year ago. This week I want to stick with the theme of reflection. From time to time, one of [&hel...
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Something I always look forward to is the Fourth of July holiday weekend. Half-way through the year and at the height of summer, it feels like we have reached a milestone and now must take some time to slow down, reflect, and relax. I look forward to spending time with family, I enjoy the heat, [&he...
Part of the reason we started this blog was to provide some clarity in an increasingly noisy financial world. Most mainstream financial outlets do a good job detailing different investments and rightfully point out the problems in bad products. Unfortunately, they’ll frequently end with ...
We’re not the biggest gift giving household on the block, but my wife keeps asking me what I want for Father’s Day and I haven’t been able to give her a concrete answer. It could be because I’ve been focusing on a bigger idea lately, mindfulness. Like most things these days, my kids are the ...
Welcome back to another look into sustainable investing. Today we are focusing on a broader concept–changing the way companies think about development and opportunity in the future. Let’s back up, in case you’re new to sustainable investing, sustainable investing is a way for investors to...
I mention the power of time a lot on this blog, but I really can’t emphasize it enough. Without a doubt, it’s the most powerful asset a young investor has. Another advisor was relaying a terrific story to me the other day that applies here. He has a client in his mid-90’s who received ...
TCI helps clients navigate through all kinds of changes, but retirement is most often the major life transition that causes people to seek us out in the first place. As any client knows, there are countless numbers and scenarios to run through to make sure one is on track to achieve their goal, but ...
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