We’ve entered the season of giving, a time when many of us are planning gifts to surprise and show appreciation for loved ones. This is also a time when people often consider charitable contributions, embracing the spirit of the season and exploring end-of-year tax benefits. At TCI, philanthropy i...
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With the presidential election fast approaching, emotions are running high, and you may be thinking about the potential for market volatility affecting your investment portfolio. However, a careful review of presidential election history and its impact on the economy and financial markets suggests t...
At TCI, we often talk about helping you achieve your goals. More often than not, those goals involve supporting your loved ones or communities. Recently, we’ve seen a shift in client preferences—some are moving away from the traditional model of leaving wealth behind and are instead creating a &...
The 2024 Arizona Tax Credit programs for individuals allow you to make a positive charitable impact while receiving a credit that reduces your Arizona income tax liability. Your payments under any of the tax credit programs below will reduce your Arizona income tax dollar-for-dollar by the amount of...
As one of the newer Advisors at TCI, one thing I’ve noticed is our overall sense of optimism. From our investment philosophy to our core values, we tend to believe that positive outcomes are the norm. However, part of maintaining that optimism is being realistic about potential risks. By planni...
Imagine this: A traveler steps off of a plane in a city they’ve never been before. They haven’t booked anywhere to stay, so they go outside to find a taxi to take them to the nearest hotel – and find that it is pouring rain. They didn’t check the weather forecast and didn’t pack a ...
A newsletter focusing on finding calm amid the noise of the upcoming U.S. presidential election, reflecting on how thoughtful planning benefits life’s journey, and exploring the concept of a living legacy. View the PDF here....
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