If your company offers an employee stock purchase plan (ESPP), participating feels like an easy decision. Buying company stock at a discount sounds like a smart way to build wealth and invest in a company you believe in. However, the decision to participate in an ESPP should be less about a pub...
Markets rarely pause between quarters, and Q1 2026 was no exception. Headlines kept investors’ attention throughout the quarter: geopolitical escalation in the Middle East that drove oil prices sharply higher, continued back-and-forth on U.S. trade policy, and a pause in the upward trend of techno...
Tax laws can feel overwhelming, especially when new legislation makes headlines. You may be wondering what’s changing, and more importantly, what it means for you and your financial future. With the One Big Beautiful Bill Act (OBBA) signed into law in July 2025, we’re already evaluating what its...
Why Artificial Intelligence May Strengthen Markets More Than It Disrupts Them. Market Price: The Output of a Vast Information Aggregation System At TCI, our investment philosophy rests on a time-tested principle: Markets are deep, hyper-competitive, and fluid systems of price discovery that incorpor...
Recently, tensions in the Middle East intensified as the U.S. and Israel launched coordinated strikes on Iran, with Iran responding through attacks at facilities in neighboring countries. Events like these, and the media attention that inevitably follows, often raise questions for investors. Could r...
March 8th is International Women’s Day. Each year, it gives me a moment to think about the world my 12-year-old daughter is stepping into, particularly through the lens of my career in finance. She is growing up in a generation where women will lead, inherit, build, and steward significant wealth....
Retirement planning often focuses on numbers. But after decades as a physician and now a financial advisor, I’ve learned that the deeper questions are rarely about money. They’re about identity, purpose, connection, and health. Retirement is, in many ways, a modern invention. For most of human h...
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