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...]

TCI Named Top RIA Firm by Financial Times

For the third consecutive year, TCI Wealth Advisors, Inc. has been named among the Top 300 Registered Investment Adviser (RIA) firms. The list recognizes top independent RIA firms from across the United States. The Financial Times considered over 1,500 Registered Investment Advisor firms with … [Read more...]

What do current trends tell us about the future?

By: Sam Swift, CFA, CFP® It’s June here in the desert which means the heat is rapidly approaching. In fact, our May was so mild compared to usual that it was almost as if the heat hit the snooze button. No matter—it’s awake now and making up for lost time. Tuesday this week was 92 degrees, … [Read more...]

How Game of Thrones Explains the Stock Market

Okay, that headline was a cheap trick to get you to click on this, but would you have really clicked on something called “Department of Labor issues new Fiduciary rule”? It may sound boring, but it’s important. Sorry not sorry. Last month, the Department of Labor released its final rule regarding … [Read more...]

Santa Fe New Mexican – Doug Nelson Joins School for Advanced Research Board

Press Release provided by School for Advanced Research  The School for Advanced Research Board of Directors welcomes two new members The School for Advanced Research Board of Directors has welcomed two new members. Douglas L. Nelson of TCI Wealth Advisors and Julie S. Rivers of Gerber & … [Read more...]

“Why doesn’t my portfolio always go up when the market goes up?”

By: Sam Swift, CFA, CFP® This is a question I receive from time to time, especially when the S&P 500 has been one of the best performing asset classes as it has been recently. My first response is always to question why we’re looking at daily returns (repeat with me: daily returns are random, … [Read more...]

Market Volatility Webinar Overview

On February 18th TCI partnered with Dimensional Fund Advisors for a Q&A webinar to provide perspective on weathering the storm of volatility. The session was hosted by Apollo Lupescu, PhD, Vice President of Dimensional Fund Advisors and he was joined by TCI Advisor Sam Swift, CFA, CFP®. Below is … [Read more...]

The January Blues

By: Sam Swift, CFA, CFP® January was a poor month for stock markets. U.S. stocks as measured by the S&P 500 were down almost 5% and there was no respite to be found globally as international markets had similar declines. Even those numbers don’t tell the entire story as all of the damage was … [Read more...]

Moss Booth Wealth Advisors Joins TCI Wealth Advisors, Inc. – Press Release

      For Immediate Release Contact: Missy Eddy (877) 733-1859 Moss Booth Wealth Advisors Joins TCI Wealth Advisors, Inc. PHOENIX, Ariz. (February 2, 2016) – Bill Moss, CPA/PFS, and Lori Booth-Houle, CPA, CFP®, of Moss Booth Wealth Advisors … [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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