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 ...
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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 ...
The big news this week was a higher-than-expected jump in the month-to-month change in the cost of a basket of goods (which includes energy and housing, which tend to be more volatile)—in other words, the government data officially confirmed what most already suspected, we are starting to see some...
“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...
President Biden recently released outlines of a tax plan that he will be asking Congress to convert into law and pass. Like any proposal, it is no sure thing that any of the headline changes make it into a final bill or whether a final bill even sees the light of day. Nevertheless, it’s been [&hel...
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