Graduation season is winding down here in Arizona, and with it came a wave of nostalgia. My grown sons are nearly done with this stage of life. While there were ups and downs along the way, each year seemed to bring some new, more complex challenges in and out of the classroom. Their minds expanded ...
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This isn’t an article about biking, but it starts with a biking story. I’m friendly with a married couple in their sixties for whom biking is a passion and a joy. In retirement, they’re spending more time riding, and riding more miles than ever. Their older bikes were always fully function...
For the past two months, I have seen countless articles presenting readers with different strategies to achieve their financial goals in the new year. These pieces were well intentioned, and some of the advice was worth following. However, there is strong data indicating that using the New Year as a...
A significant aspect of my role as an advisor at TCI deals with planning the most effective ways to give away money. It is my goal to have you consider charitable giving as part of your long-term plan. Many of our early discussions may revolve around achieving personal goals, supporting schooling fo...
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...
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