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....
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TCI Updates on COVID-19
We would like to share some important updates about how we are protecting our clients, partners and employees as we face the evolving challenge COVID-19 presents to communities and businesses across the country. Because we are committed to putting clients first and communicating transparently with y...
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Is that you again, Chicken Little?
As financial Chicken Little sightings increase by the day and some of you may be falling prey to his “sky is falling” message, we have a plan to kill that bird. To be clear, the health concerns caused by the COVID-19 pandemic are very real and we urge you to follow the guidance of the [&he...
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Fall 2019 Newsletter
In our latest newsletter, we look at the recent changes philanthropy has been undergoing, which has been spurred in part by a younger generation of donors who are giving more strategically than previous generations. View the PDF here...
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Giving with Warm Hands: A Wise Perspective on Philanthropy
Americans have long been among the most financially generous people in the world, a virtue that has been very evident to me in the nearly three decades I’ve been working with clients as a financial advisor. Many of my clients have created big-hearted bequests in their wills in the hopes of using t...
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The Few and the Quick
By Sam Swift, CFA, CFP®, AIF® Market returns are generated by a very small number of stocks in a very short window of time. Blink and you may miss it. Fortunately, there is an easy way to make sure the great engine of wealth generation does not pass you by. We are in a key […]...
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Celebrating Independence
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 independ...
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