Winter 2016 Newsletter
View the PDF here...
View the PDF here...
Topics:
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...
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By Sam Swift, CFA, CFP® My mind has been focused on big ideas lately and like most things these days it’s my kid’s fault. I’m sad to say all the clichés are true about raising a child; they change your life, a child’s love is like no other, blah, blah, blah, etc. I’m not a […]...
By Sam Swift, CFA, CFP® We’re now more than seven months into the year, so I don’t think it hurts to check in on how various markets have performed in 2016. With the normal caveats—none of this means anything as far as actionable information for the future; the first seven months of 2016 is a...
Financial Planning and Foundation for Financial Planning Pro Bono Awards, a non-profit devoted to connecting the financial planning community with people in need, awarded Bob Swift of TCI Wealth Advisors, Inc. as their 6th Annual Pro Bono Planner of the Year for his vision and devotion to the TCI Fo...