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...
The first year of marriage teaches you a lot. As Spencer and I celebrated our first anniversary in November, hiking in Catalina State Park where we held our tiny ceremony, the planner in me couldn’t help but reflect not just on our year together, but on what building a financial life as partners r...
I’ve long considered Thinking, Fast and Slow my favorite book on investing, not because it teaches forecasting, but because it clarifies how humans actually make decisions under uncertainty. At one point in the book, Daniel Kahneman suggests that if you are allowed one wish for your child, you sho...
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