The First Financial Planning Test for Millennials: Coronavirus and Economic Chaos
The coronavirus has wreaked havoc on the global economy, and many of us have no reference point with which to gauge its severity and long-term impact....
The coronavirus has wreaked havoc on the global economy, and many of us have no reference point with which to gauge its severity and long-term impact....
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Updated July 6, 2022 A firm the size of TCI’s remaining independent is becoming rare as mergers and acquisitions become increasingly prevalent in our industry. As the financial industry continues to change, TCI celebrates its steadfast and uncompromising commitment to our clients and inde...
Imagine a person who always, in every circumstance, makes rational decisions with his money. He saves when he ought to and spends exactly as he should spend, in order to maximize the “utility” of whatever wealth he happens to possess. He defers gratification with ease. When he invests, he ...
There’s a battle raging in my household right now about which word my two-year old son will say more often through 2017: No or Mine. “No” was the clear leader for the first few months of the year, but “mine” is making an epic comeback as my son claims possession of nearly everything (his b...
By Sam Swift, CFA, CFP® Every once in a while it’s helpful to check in on the markets; not as a way to predict the future but as a way to better understand what we all are investing in. After all, though we don’t have control over market returns throughout our life it still matters […]...
By Lori Booth-Houle, CPA, CFP® Let’s face it—science isn’t always sexy. After all, when was the last time you heard of someone binge-watching the “NOVA” TV series on PBS? Sometimes our brains just want the sizzle, rather than the science. And I’ll admit that when I’m waiting i...
In honor of Father’s Day this Sunday, I thought I’d relay some lessons my father has taught me (consciously or not) throughout the years. Don’t spend more than you earn. This seems obvious, but evidence says many of us forget this. It’s hard to not take advantage of easy credit when you know...