Fall 2016 Newsletter
View the PDF here...
View the PDF here...
Topics:
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...
By Sam Swift, CFA, CFP® My kid is approaching his first birthday which means that my (weak) excuses for not working out and eating poorly are starting to run thin. He’s in a comfortable routine now (including bypassing the pile of toys each day to play with the dog leashes/empty cups/shutters), w...
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By Sam Swift, CFA, CFP® I was thinking about the vote on whether or not Britain would leave the EU last night and decided to write down some predictions. You may notice a few similarities. If Britain votes to stay in the EU: There will likely be some market volatility. It could be significantly up ...