Updated August 16, 2022 During a meeting a few years ago, I posed a delicate question to a client in his 80s. The client, an artist, lived alone in a home full of treasures, but the house was getting difficult to maintain. “Would you consider downsizing?” I gently asked Jim Howard. Downsizing is...
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In this issue read how TCI Advisor Marc Campbell applies his experience in Improv Comedy to create a valuable perspective on life, business and finances. View the PDF here...
Shouldn’t Good News Make the Market Go Up? As the Dow and S&P went on their (completely normal) volatility rides earlier this year, I noticed a common misperception about the market gaining traction again. It was actually tweeted out by someone going by @realdonaldtrump (never heard of the guy...
TCI is proud to have employees making a difference in their communities. Michael Grosso was recently recognized by Arizona State University as an ASU Alumni Sun Devil 100 for his dedication to his alma mater. Mike is an avid ASU alumni and supporter, and completed his second term, a total of six yea...
In our latest issue, TCI Advisor Sam Swift, CFA, CFP®, AIF® discusses Bitcoin and other cryptocurrencies. They are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. View the PDF here...
Updated: June 27, 2022 The heat and humidity are starting to settle in and that means one thing in Southern Arizona, people are finding their way out of town. Some will go for a few quick trips but many may be gone the whole summer. As an advisor, I enjoy hearing about summer plans from […]...
So that’s what market volatility feels like! It had been a while since we’d had dramatic swings in stock markets across the globe, but these past two weeks have been a reminder of how volatile markets will be from time to time. U.S. stocks returned just over 21% last year. As measured by the Cen...
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