At TCI we are always talking about how to help clients accomplish their goals. We often refer to this as leading a purpose-filled life. If you had financial freedom, what would you want to do with it? Leave a legacy for your children, travel endlessly or support a nonprofit in a significant way...
Topics:
After three great years for market returns, 2022 has gotten off to an unexpected start in the first couple of weeks. The S&P 500 Index is down 4%, as of this writing, from its peak at the beginning of the year. This is just short-term noise and in line with normal market volatility, of...
This new year has welcomed a new routine into my household: chores! My son is now six years old and has been looking for some responsibility and a way to get some more things he wants. Somehow, he hasn’t figured out the obvious option of buttering up either grandma, thus, chores it is. We’re sta...
Happy New Year! Hopefully you all had a wonderful 2021 holiday season and you have exciting things to look forward to in 2022. If you’re the type that has New Year’s resolutions, I hope you’re successful in your endeavors. Despite my skepticism around starting something on a relatively arbitr...
Whether it’s sharing observations on topics relevant to your financial well-being or providing insight on our investment philosophy, nearly every week TCI blog authors strive to empower and educate our readers. As the year winds down, this week we thought we would look back...
Americans have long been among the most financially generous people in the world, a virtue that has been very evident to me in the nearly three decades I’ve been working with clients as a financial advisor. Many of my clients have created big-hearted bequests in their wills in the hopes of using t...
As a fan of dry humor, The Onion–a satirical news outlet—has always been something I turn to when I need a laugh. They offer biting parody that generally cuts to the heart of topical news stories, but years ago they had a piece about financial planning. My heart sank when I saw the headline beca...
Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.
(877) 733-1859Your Name
Phone Number
Email address
ZIP code
