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TCI Fall 2011 Webinar Archive

November 22, 2011 By TCI

We have posted the archive of our Fall 2011 webinar that we hosted on November 17, 2011. The webinar covers a quarterly review of economic and market conditions as well as a discussion on the recent volatility that has been affecting the capital markets. We also talk about what we as investors should be considering in the face of such volatility. Finally we end the webinar with the advisors from TCI answering questions submitted by the webinar participants.

Click the following link to access the archive: TCI Fall 2011 Webinar

Filed Under: Featured Post

Back to Basics #4

September 23, 2011 By TCI

Please click the following link to access the fourth in our series of educational pieces, written by Hank Peck, CFP®, one of the wealth advisors in our Tucson office.

Back to Basics #4

Filed Under: Featured Post, Uncategorized

Back to Basics #3 – Investing vs Speculating

September 9, 2011 By TCI

Please click the link to access the third in our series of educational pieces, “Investing vs. Speculating”, written by Guy Holman, CPA, CFP®, an advisor in the Denver office of TCI.

Back to Basics #3

Filed Under: Featured Post, Uncategorized

Summer 2011 Webinar Archive

August 31, 2011 By TCI

On Wednesday, August 24, 2011, TCI hosted its Summer 2011 Webinar and an archive of that presentation is now available on our website. The webinar was primarily a question and answer session for participants to discuss the topics that are forefront in their mind based on the recent market turmoil. The advisors from TCI were there to answer those questions and the discussion content covered everything from the US debt downgrade to the current run-up in gold prices.

Click on the following link to play the archive of the webinar.

Summer 2011 Webinar

Filed Under: Featured Post, Webinars

Back to Basics #2

August 26, 2011 By TCI

Please click the following link to access our latest educational piece by Sam Swift, CFA who is an advisor in the Tucson office.

Back to Basics #2

Filed Under: Uncategorized

TCI Summer 2011 Newsletter Available

August 23, 2011 By TCI

The Summer 2011 edition of TCI’s quarterly newsletter is now available on our website. The feature article this quarter is by Justin Thomas, CFP®, one of the advisors in the Reno office of TCI. Justin discusses the fear that we have seen affecting the markets as of late and some of the potential ways that those fears are addressed with a sound investment strategy. This newsletter also contains an article and sketch by New York Times Blog contributor Carl Richards on the topic of the search for Financial Clarity.

We hope you enjoy the newsletter and please fee free to share it with anyone you think might find it of interest. You can access it by clicking the following link:

2011 Summer Newsletter

Filed Under: Uncategorized

Back to Basics #1

August 11, 2011 By TCI

Please click on the following link to access our latest educational piece written by Bob Swift, our CEO and advisor in the Tucson office of TCI.

Back to Basics #1

We will be posting these every 2 weeks for the next 8 weeks so keep checking back for our latest edition.

Filed Under: Uncategorized

The Best of Times, the Worst of Times

June 27, 2011 By TCI

For the twelve-month period ending May 31, 2011, equity investors around the world enjoyed the equivalent of blue skies and bright sunshine while the economic news was partly cloudy at best. Among forty-five developed and emerging-country stock markets tracked by MSCI, all but four had double-digit total returns (in US dollar terms), and twenty-six had returns of 30% or more.

If someone had told us a year ago that global markets would stage such a broad-based rally, we would have been inclined to think that trends in employment, housing, and financial distress were about to take a pronounced turn for the better. It seems hard to argue they have done anything of the sort. Somehow, despite gloomy financial page news that keeps repeating itself, equity prices marched substantially higher.

The moral of the story? Investors should be skeptical of their ability to predict future events and even more skeptical of their ability to predict how other investors will react to them.

Last Year’s Headlines	This Year’s Headlines
“Europe Crisis Deepens as Chaos Grips Greece” Sebastian Moffett and Alkman Granitsas. Wall Street Journal, May 6, 2010	“Greek Woes Fuel Fresh Fears” Marcus Walker and Hannah Benjamin. Wall Street Journal, May 10, 2011
“Fearful Investors Are Pulling Out” Adam Shell. USA Today, May 20, 2010	“Fear Wins: Stocks Resume Long Slide” Adam Shell. USA Today, June 16, 2011
“Housing Prices Remain Weak” Sara Murray. Wall Street Journal, May 26, 2010	“Home Market Takes a Tumble” Nick Timiraos and Dawn Wotapka. Wall Street Journal, May 9, 2011
“Fear Returns—How to Avoid a Double-Dip Recession” Cover story. Economist, May 29, 2010	“The World Economy—Sticky Patch or Meltdown?” Cover story. Economist, June 18, 2011
“Spill Tops Valdez Disaster—Deep Trouble: There Was ‘Nobody in Charge’” J. Weisman, G. Chazan and S. Power. Wall Street Journal, May 28, 2010	“Japanese Nuclear Crisis Is Ranked at the Level of Chernobyl” Mitsuru Obe.Wall Street Journal, April 12, 2011
“Discouraging Job Growth Batters Stocks” Don Lee. Los Angeles Times, June 5, 2010	“Jobs Data Stoke US Recovery Fears” Robin Harding, S. Bond and M. Mackenzie. Financial Times, June 4, 2011
“Economic Outlook Darkens” Jonathan Cheng and Justin Lahart. Wall Street Journal, June 2, 2010	“Stocks Plunge Amid Fears That Global Economy is Slowing” Christina Hauser. New York Times, June 11, 2011
“Bond Fund Managers See Signs of a Bubble” Sam Mamudi. Wall Street Journal, June 8, 2010	“Why Are Investors Still Lining Up for Bonds?” Jeff Sommer. New York Times, May 29, 2011
“Rapid Declines Rattle Even Optimists” E.S. Browning. Wall Street Journal, June 14, 2010	“Investors Shaken by the Fear Factor” James Mackintosh. Financial Times, June 18, 2011

Filed Under: Featured Post, Market News

TCI Spring 2011 Newsletter Available

June 8, 2011 By TCI

The Spring 2011 edition of TCI’s Quarterly newsletter is now available online. This quarter we have an article written by Mickey Abeshaus, MD who is an advisor in our Flagstaff office; he delves into the discussion about Roth IRA conversions and talks about some of the areas that must be considered when making that decision. We also have an article and sketch by Carl Richards who is a regular contributor to the New York Times Blog. His piece touches on where we might want to spend our time focusing our attention and energies during such confusing times: our own personal economy.

In order to access the latest newsletter, please click on the following link: 2011 Spring Newsletter

Filed Under: Uncategorized

What Does Fiduciary Have To Do With It?

April 20, 2011 By TCI

The financial services industry has recently been entrenched in a great deal of debate regarding some proposed changes to the way that independent advisors and brokers are regulated. One of the big points in the debate is the use of the term fiduciary. In the current debate, fiduciary is being used in a way that has all advisors, including fee-only registered investment advisors, lumped together.

We at TCI believe that a majority of people do not understand the term “fiduciary” as it is being used, nor do they grasp the importance of the current debate. Attached is a fantastic article by Bob Veres from Financial Planning Magazine that we hope can shed some light on the debate. The article uses a simple analogy to medicine in a humorous light to drive home the point.

Professional Adventures – What if the SEC regulated the medical profession instead of financial services?

At the close of the article, Bob Veres speaks about a small group of advisors who work in the best interest of their clients and are fee-only. As you may know, or not be surprised to learn, TCI is that kind of advisor. Our industry is unfortunately full of different business models but we can often look and feel the same to people looking for an advisor. Please share this article with any friends, family or clients you know may not be having their best interests served by their current advisor/broker.

Finally, we hope you gain an understanding of the importance of the ongoing fiduciary standard debate. If you are so inclined, please weigh in with your voice.

Filed Under: Featured Post, Fiduciary

TCIWealth

TCI Fall 2011 Webinar Archive

Back to Basics #4

Back to Basics #3 – Investing vs Speculating

Summer 2011 Webinar Archive

Back to Basics #2

TCI Summer 2011 Newsletter Available

Back to Basics #1

The Best of Times, the Worst of Times

TCI Spring 2011 Newsletter Available

What Does Fiduciary Have To Do With It?

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