By: Sam Swift, CFA, CFP® It’s June here in the desert which means the heat is rapidly approaching. In fact, our May was so mild compared to usual that it was almost as if the heat hit the snooze button. No matter—it’s awake now and making up for lost time. Tuesday this week was 92 […]...
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Okay, that headline was a cheap trick to get you to click on this, but would you have really clicked on something called “Department of Labor issues new Fiduciary rule”? It may sound boring, but it’s important. Sorry not sorry. Last month, the Department of Labor released its final rule regard...
By: Sam Swift, CFA, CFP® This is a question I receive from time to time, especially when the S&P 500 has been one of the best performing asset classes as it has been recently. My first response is always to question why we’re looking at daily returns (repeat with me: daily returns are random,...
On February 18th TCI partnered with Dimensional Fund Advisors for a Q&A webinar to provide perspective on weathering the storm of volatility. The session was hosted by Apollo Lupescu, PhD, Vice President of Dimensional Fund Advisors and he was joined by TCI Advisor Sam Swift, CFA, CFP®. B...
By: Sam Swift, CFA, CFP® January was a poor month for stock markets. U.S. stocks as measured by the S&P 500 were down almost 5% and there was no respite to be found globally as international markets had similar declines. Even those numbers don’t tell the entire story as all of the damage was ...
By: Sam Swift, CFA, CFP® In times of significant stock market declines, it’s good to step back and remember a few key principles. This is normal Over the past century, U.S. stock markets have experienced a drop of 10% about once per year on average. They experienced a drop of 20% about every thre...
By: Sam Swift, CFA, CFP® Happy New Year! It’s kind of a shame that one of my favorite blog posts of the year always happens in the first week of the year, but here we are again. That’s right—it’s time to check in on the expert predictions for last year! This year, I googled “experts [&hel...
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