I had an interesting article passed along to me a couple of weeks ago and it’s only become more relevant since: Discount Brokerages to Donald Trump: Keep Tweeting There are a couple lessons here that we can address: This is actually good insight into how markets process information, and This is f...
Topics:
By Sam Swift, CFA, CFP® I’m fortunate to be part of a year-long program this year focusing on leadership. I look forward to hearing different perspectives and how I might implement the lessons across my professional and personal life. But I bring this program up not to tell you about what’s in ...
By Sam Swift, CFA, CFP® Happy 2017! I’ve always been leery of New Year’s Resolutions—I say if you want to make a resolution to better yourself or your situation in some way, just start immediately. Nevertheless, we’ve always enjoyed marking arbitrary points in time as a society, so in that ...
View the PDF here...
Regardless of which side of the ticket you supported, yesterday’s election surprise was a “Brexit” type of event, one which will certainly be remembered from a historic perspective. Markets are likely to be volatile today and in the near future. As prudent investors, the most strai...
We live in an interesting society where we have so much and yet allow so many to have so little… Be forewarned that this post might make you uncomfortable, but I make no apologies for that. Challenging ourselves is what leads to further self-discovery and the more sure we are of ourselves, the bet...
View the PDF here...
Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.
(877) 733-1859Your Name
Phone Number
Email address
ZIP code
