As John F. Kennedy said, “Change is the law of life. And those who look only to the past or present are certain to miss the future.” Kennedy wasn’t specifically talking about financial planning when he said this, but he might as well have been. Much like death and taxes are the two things that...
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Ah, the holidays…a time when many of us reflect on the past year, make plans for the new one, and think about how we can share what we have with others for the greater good. This year, as you think about your plans for giving, I’d like to invite you to consider gifting a different […]...
It is an unfortunate truth that most schools don’t include any type of personal finance and investment management in their curricula. In fact, the first time that a large portion of young people in the U.S. are exposed to making decisions around investments comes when they are enrolling in their 4...
Investing, by definition, is a long-term exercise. It’s not about what happened yesterday or what may happen in the next month or so. For most of us, it’s about how the markets will perform over the next 25 to 30 years or more so that we can achieve our long-term financial goals. Speculation on ...
Ahhhh, retirement! Many people dream of reading in a hammock, making travel plans, playing golf or tending to their garden. They envision bold adventures or relaxing days. Who doesn’t dream of such leisure and freedom in the distant or not so distant future? Well, to be honest, me. I hold the un...
We’ve all heard truisms such as “Health is Wealth,” and when something goes wrong with this resource that we tend to take for granted, we do quickly realize that health in all its wellness aspects—physical, mental and emotional—is one of our most valuable assets. In my work at TCI, I ofte...
Summer is here! This is probably my favorite time of year because two vastly different energies coexist. On one hand there’s excitement for what’s to come as vacations are afoot, grills are heating up, and kids are done with school. Yet, on the other hand, it’s a great time to slow down and ta...
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