What a year that was! I don’t think I’ll get any objections in saying that was the most—I’ll be charitable here—unique of my 37 years on this Earth. I was even able to add several job titles to my resume: amateur epidemiologist, kindergarten teacher, and amateur political scientist. I can ...
Topics:
During the course of my professional career, as a primary care physician and now as a wealth advisor, the intersection of wealth, health and happiness has always interested me. Happiness is such a complex concept, as the pieces of the puzzle are unique to each of us. Below are a few principles I try...
Sitting down to write this blogpost, I wondered if I was up to the task of finding something useful that we can take away from 2020, a year we’ll all be glad to “kick to the curb,” as a friend has said. The greater themes of this year—the pandemic, the poli...
Day after day, starting last summer, the phone calls have been rolling in to my office as predictably as breakers on a beach. That’s not unusual in turbulent times when clients often need reassurance about their financial security. What’s alarming about these calls is the dangerous riptide of fe...
A few times per year a new company gets a lot of media attention for going public—Airbnb going public next week is the latest. In fact, this year has seen quite a few well-known companies go public with their stock relative to the past decade. I’ve put together a little explainer here about what...
Only six months ago, when the full force of the pandemic hit the U.S., there was an unspoken agreement that we would all learn to cope, cheerfully and creatively, with the drastic changes in our lives. So we cracked open bottle after bottle for happy hours via Zoom. We binge- watched Hulu and Netfli...
Ask any practicing physician and they’ll tell you stories about “that one patient” who thinks they know as much as the doctor does. Patients who’ve been to a website or two and may have read a few articles, so they believe they know better or might be reluctant to rely on the expert advice o...
Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.
(877) 733-1859Your Name
Phone Number
Email address
ZIP code
