TCI Webinars

To view a TCI Wealth Webinar, you may either watch directly in your browser by clicking on the webinar graphic, or hover over and right click to “Save Target As…” and watch it with the video player of your choice.

Join us for our quarterly economic and market update as well as a discussion on the recent market volatility and what we as investors can be doing to deal with this uncertainty.

An update on the capital markets begin this webinar and what follows is a discussion on a variety of economic topics that are in headlines such as devaluation of the dollar, the money supply and the deflation vs. inflation debate. The presentation ends with a review of potential investment solutions to mitigate some of these issues. After the formal presentation there is a short Q&A with the advisors from TCI.

This webinar was delivered by a guest presenter, G. Barton Mowry, CPA, JD, LLM of the law firm Maupin, Cox & LeGoy out of Reno, Nevada. Mr. Mowry gave an extensive overview of the Tax Relief Act of 2010 as well as discussing several planning issues and opportunities that are associated with the Act.

The webinar starts out with our review of the capital markets and dives into areas of the economy that are showing signs of improvement as well as the continued areas of uncertainty that we were facing. The second half of the presentation is an Investment Committee Update by John Stephens, MD, CFA, CFP®, MBA. John’s portion of the webinar dives into Dimensional Fund Advisors and their process for investing as it is often misunderstood to be passive index investing when in actuality, there is a lot more to it. After his overview of DFA’s process in general, he also gives some specific information on the topic of Fixed Income.

This webinar begins with a review of the US capital markets and some of the continuing economic and political issues that are affecting them as the country starts to emerge from the depths of the financial crisis. This presentation also covers investor behavior during the crisis as well as suggestions of what we can do going forward as investors. There is a Q&A section at the end with TCI advisors.


This webinar begins with our review of the capital markets and some of the economic issues that are still having an impact on investors. In the presentation you will hear information on the Greek debt crisis, the declining Euro as well as the call for financial regulation in the U.S. This presentation also covers the idea of the ‘lost decade’ in stocks and provides data that refutes that notion. As always, we end the webinar by holding a Q&A session with TCI advisors.


This entire webinar was devoted to answering questions that had been sent in to us prior to the webinar as well as those questions that were posed during the session. It covers a variety of topics and you will hear from many of the advisors at TCI.


This webinar contains a recap of the economic indicators present during late 2009; both the risks that were still present and the opportunities that had begun to emerge. It also covers year-end planning and walks through possible things that should be addressed as another year comes to a close. There is a discussion on Roth IRA Conversions based on the income limitations being lifted and finally, there is a section on the topic of the potential estate tax issues. There is a Q&A section at the end with TCI advisors.

This webinar contains a discussion regarding how we ended up in the grips of the financial crisis of 2008 & 2009, covering a variety of topics such as credit, housing and global issues. It also speaks to 7 common myths of investing as well as taking a look forward into 2009. There is a Q&A section at the end with TCI advisors.

Tucson

4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Toll Free: (877) 733-1859
Fax: (520) 733-1488

Scottsdale

7550 E. McDonald Dr., Ste. D
Scottsdale, Arizona 85250
Phone: (480) 991-0401
Toll Free: (877) 733-1859
Fax: (480) 991-0574

Flagstaff

150 W. Dale Ave., Ste. 1
Flagstaff, Arizona 86001
Phone: (928) 226 -0868
Toll Free: (877) 733-1859

Reno/Tahoe

4757 Caughlin Pkwy., Ste. B
Reno, Nevada 89519
Phone: (775) 746-6255
Toll Free: (877) 733-1859
Fax: (775) 746-6254

Santa Fe

369 Montezuma Ave. #457
Santa Fe, New Mexico 87501
Phone: (505) 982-3808
Toll Free: (877) 733-1859

Denver

1228 15th St., Ste.300
Denver, Colorado 80202
Phone: (303) 296-2196
Toll Free: (877) 733-1859
Fax: (303) 623-1144

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