If there is anything that this past decade has taught us, it’s that millennials should not be allowed to use social media. We have created some seriously annoying trends. To wit, YOLO and FOMO are two such examples that we are never going to live down. Ignoring our obnoxious need to create and sha...
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How much is enough money? It’s a complicated question, without a doubt, but there are several ways we can approach it. We can address it philosophically in the context of a big picture discussion along the lines of “what is the meaning of life?” or “how do you define happiness?” Then there...
One year. One year that alternately felt like it lasted ten years and two weeks simultaneously. They tell you when you have kids that the days are long and the years are short, and certainly that applies to the last twelve months. A blur and a slog all at the same time. Looking Back to […]...
The stock market is hitting new all-time highs and with that I’ve noticed increased nervousness amongst investors. This is a welcome change—as Warren Buffet once said, “Be fearful when others are greedy, and be greedy when others are fearful.” Nevertheless, it’s a good reminder for us to t...
During the course of my professional career, as a primary care physician and now as a wealth advisor, the intersection of wealth, health and happiness has always interested me. Happiness is such a complex concept, as the pieces of the puzzle are unique to each of us. Below are a few principles I try...
Sitting down to write this blogpost, I wondered if I was up to the task of finding something useful that we can take away from 2020, a year we’ll all be glad to “kick to the curb,” as a friend has said. The greater themes of this year—the pandemic, the poli...
Day after day, starting last summer, the phone calls have been rolling in to my office as predictably as breakers on a beach. That’s not unusual in turbulent times when clients often need reassurance about their financial security. What’s alarming about these calls is the dangerous riptide of fe...
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