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...
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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 ...
“The NFL draft wrapped up a few days ago, so this week I thought I’d open the TCI blog vault and highlight one originally posted in May 2014 that still holds true. When gauging how a football player will do in the future, people are only able to make judgements based on how they perf...
One of the most common questions that comes up when I’m working with clients is how to prioritize debt paydown vs. contributing to (or not pulling from) their investments. The good news is that either choice increases net worth, so the question is better framed as, “what side of the ledger is it...
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