How the Tax Code Helps You Help Those in Need

By: Lori Booth-Houle, CPA, CFP® We all have a keen awareness of the devastating impact of disasters around the world and in our backyard, as with Hurricane Harvey in Texas and Hurricane Irma in Florida.  The human suffering is profound, and we all want to marshal our resources to help.  The tax … [Read more...]

Benefiting Your Beneficiaries

By Lori Booth-Houle, CPA, CFP® Imagine an alternate universe, in which Fred Flintstone is divorced from his first wife Wilma and then remarries.  He dutifully updates his revocable trust document to allocate a portion of his estate to Pebbles, his daughter from his marriage to Wilma.  The … [Read more...]

Do You Want the Sizzle or the Science?

By Lori Booth-Houle, CPA, CFP® Let’s face it—science isn’t always sexy.   After all, when was the last time you heard of someone binge-watching the “NOVA” TV series on PBS?  Sometimes our brains just want the sizzle, rather than the science.  And I’ll admit that when I’m waiting in the dentist’s … [Read more...]

Arizona Republic – TCI Foundation expands 3rd Decade classes in Scottsdale

Learn more about the TCI Foundation's 3rd Decade. Arizona Republic article      … [Read more...]

USA Today features TCI Foundation’s 3rd Decade Program

TCI Foundation was featured in USA Today for the success of the Foundation and graduating the 40 young professionals who have completed the 3rd Decade program. The 3rd Decade is a financial education training for young individuals beginning their career. The graduates completed a one-year program … [Read more...]

TCI receives CEFEX certification

TCI has received the Centre for Fiduciary Excellence (CEFEX) Investment Advisor Certification. CEFEX is an independent organization that provides a rigorous systematic assessment to ensure a firm can demonstrate adherence to the industry's best practices, and is positioned to earn the public's … [Read more...]

Forbes Magazine – TCI Ranked Among Fastest Growing RIA Firms Over Ten Years

TCI was ranked #50 by Forbes magazine among 100 Fastest Growing RIA Firms over ten years, and the only one included in Arizona. To be considered for the ranking, each firm must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual clients … [Read more...]

TCI Founder Bob Swift recognized as the 2016 Pro Bono Planner of the Year

Financial Planning and Foundation for Financial Planning Pro Bono Awards, a non-profit devoted to connecting the financial planning community with people in need, awarded Bob Swift of TCI Wealth Advisors, Inc. as their 6th Annual Pro Bono Planner of the Year for his vision and devotion to the TCI … [Read more...]

Running Out of Time

By Sam Swift, CFA, CFP® My kid is approaching his first birthday which means that my (weak) excuses for not working out and eating poorly are starting to run thin. He’s in a comfortable routine now (including bypassing the pile of toys each day to play with the dog leashes/empty cups/shutters), … [Read more...]

A Quick Brexplanation

By Sam Swift, CFA, CFP® I was thinking about the vote on whether or not Britain would leave the EU last night and decided to write down some predictions. You may notice a few similarities. If Britain votes to stay in the EU: There will likely be some market volatility. It could be … [Read more...]

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Home Bottom #3 Widget

This is a widgeted area which is called Home Bottom #3. It is using the Genesis - Featured Post widget to display what you see on the Executive child theme demo site. To get started, log into your WordPress dashboard, and then go to the Appearance > Widgets screen. There you can drag the Genesis - Featured Post widget into the Home Top widget area on the right hand side. To get the image to display, simply upload an image through the media uploader on the edit post screen and publish your post. The Featured Post widget will know to display the post image as long as you select that option in the widget interface.

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