Graduation season is winding down here in Arizona, and with it came a wave of nostalgia. My grown sons are nearly done with this stage of life. While there were ups and downs along the way, each year seemed to bring some new, more complex challenges in and out of the classroom. Their minds expanded ...
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Every spring, a buzz about tax refunds fills the air. It’s no surprise; the idea of receiving money back from the government tends to spark excitement. When I join client meetings, the tax refund conversation often revolves around two main themes: how clients plan to spend their refunds or how...
Life is like a river. Forgive the analogy, I spent years as a Grand Canyon rafting guide. Sometimes, the current is leisurely, other times a rushing torrent. In some places, obstacles create hazardous rapids but around the bend, the water runs tranquil. One of the most important pieces of gear while...
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 […]...
Market concerns are a reality that investors must live with over the entire course of their investment journey. Most recently, there have been concerns over inflation, and COVID, and Ukraine, and Israel, and the coming election, and whatever else was on the news this morning. I don’t mean to belit...
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...
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