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...
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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...
Years ago, I attended a panel discussion at a conference, and one of the panelists challenged a fellow panel member to reassess how they defined a successful life. The panelist was talking about ROI (Return on Investment), but not in the traditional sense. Instead, the challenge was to look at your ...
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...
When it comes to investing, timing is crucial. Yet, predicting how the market will move nearly impossible. Since we don’t know for sure what tomorrow will bring, the best time to invest is now, rather than sitting on cash and watching inflation impact your savings. What if you didn’t have to cho...
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