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...
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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 political tumult, the social unr...
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...
Only six months ago, when the full force of the pandemic hit the U.S., there was an unspoken agreement that we would all learn to cope, cheerfully and creatively, with the drastic changes in our lives. So we cracked open bottle after bottle for happy hours via Zoom. We binge- watched Hulu and Netfli...
The title of this week’s post has been borrowed from Nate Silver’s book of the same name. Silver has become a household name to anyone who follows elections and politics closely, which makes it more appropriate for today. Since he’s in the political sphere, you may have strong feelings, positi...
It feels like just yesterday that we restarted these weekly posts back in the initial days of the pandemic. Over that time my son has started attending kindergarten both virtually and now in person. My daughter has grown from “the cutest toddler in the world” to “the cutest toddler in the worl...
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