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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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 ...
Getting a new puppy in the middle of a pandemic was admittedly an impulsive decision. After all, we already had a dog, Luna, who had been the canine-in-chief of our household since 2005. All that changed when Oreo, a pudgy ten-pound pup the size of a football, bounded into our lives. Now, seven mont...
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...
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 […]...
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