I often wake up around 2:00 a.m., a symptom of failing to fully turn off my brain for the night. Most of the time, I am back to sleep within twenty to thirty minutes, having resolved whatever debate I was having with myself. This one I can’t get out of my head or settle until […]...
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TCI is approaching a significant milestone as we look forward to welcoming our 100th team member! It’s a reason to pause, reflect and appreciate the journey we started many years ago. Now, TCI has five office locations and an incredibly talented team serving our clients. In July 2023, I joined...
A TCI Advisor will never call you and say, “I’ve got a hot stock pick.” That’s just not what we do. At our core, we’re fiduciaries, focused on serving our clients’ best interests. As a result, we base our investment philosophy on empirical data and a disciplined approach to building por...
Money. Finances. Investments. They may sound like cold, impersonal topics – but they are usually super-charged with emotion. We all have different feelings about money based on our family history and personal experience. To some, money is about safety and security. To others, it’s about control ...
As John F. Kennedy said, “Change is the law of life. And those who look only to the past or present are certain to miss the future.” Kennedy wasn’t specifically talking about financial planning when he said this, but he might as well have been. Much like death and taxes are the two things that...
This isn’t an article about biking, but it starts with a biking story. I’m friendly with a married couple in their sixties for whom biking is a passion and a joy. In retirement, they’re spending more time riding, and riding more miles than ever. Their older bikes were always fully function...
One of the things Advisors have to learn on the job, emotionally, is how to deal with the knowledge that a client has passed away. Often in my relationships with clients, I get a sense of their energy, and I look forward to interacting with them in our meetings and phone calls. When this energy [&he...
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