When I am looking to do something, it doesn’t matter if it’s big or small, one of my first steps is to extensively research the topic. Often, I don’t notice I am doing it until after I’ve started; YouTube rabbit holes, exhaustive Googling and double (ok, triple) checking the manual to make s...
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At TCI, we know that achieving your financial goals is a game of inches. It’s the small, (hopefully) consistent increases in our portfolios that add up over time that help get us to where we want to be. As your trusted partner along your financial journey, it’s our mission to share our ...
One of our jobs as financial advisors is to preserve and protect clients’ wealth. Even more important at TCI is to help preserve and protect assets that are far more precious than money: family relationships, a treasured heritage and the hopes and dreams of family members, old and young. Secre...
We all go through life with biases about ourselves, after all, who knows us better than we do? Not many people. These biases can lead to forming assumptions that, in turn, have the ability to influence other decisions. This is why we need feedback. Good or bad it helps shape our vision because we ca...
Today marks the five-year anniversary of a wealth management milestone. On Friday, June 9, 2017, the United States Department of Labor enacted a new rule that required all financial advisors providing advice regarding qualified plans must forego any sales agenda and give advice that would benefit th...
It feels like everyone is ready to get out of town for the summer. There is a lot of pent-up travel energy from the past few years of pandemic doldrums, and everyone deserves a nice, long vacation. I typically like to send out a summer reading list in July, but Spring Fever is calling, and […...
While I’m incredibly proud of my current work as a financial advisor, and previously as a CPA, the financial industry as a whole hasn’t made my job easy. Unfortunately, the financial planning industry only makes the news when something bad happens, take this headline that circulated last...
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