A newsletter focusing on fostering financial confidence through education. In our latest issue we’re focusing on non-negotiables and their role in TCI’s investment philosophy and identifying what’s important in life. View the PDF here....
Topics:
A TCI Advisor will never call you and say, “I’ve got a hot stock pick.” That’s just not what we do. At our core, we’re fiduciaries, focused on serving our clients’ best interests. As a result, we base our investment philosophy on empirical data and a disciplined approach to building por...
Money. Finances. Investments. They may sound like cold, impersonal topics – but they are usually super-charged with emotion. We all have different feelings about money based on our family history and personal experience. To some, money is about safety and security. To others, it’s about control ...
As John F. Kennedy said, “Change is the law of life. And those who look only to the past or present are certain to miss the future.” Kennedy wasn’t specifically talking about financial planning when he said this, but he might as well have been. Much like death and taxes are the two things that...
This isn’t an article about biking, but it starts with a biking story. I’m friendly with a married couple in their sixties for whom biking is a passion and a joy. In retirement, they’re spending more time riding, and riding more miles than ever. Their older bikes were always fully function...
One of the things Advisors have to learn on the job, emotionally, is how to deal with the knowledge that a client has passed away. Often in my relationships with clients, I get a sense of their energy, and I look forward to interacting with them in our meetings and phone calls. When this energy [&he...
For the past two months, I have seen countless articles presenting readers with different strategies to achieve their financial goals in the new year. These pieces were well intentioned, and some of the advice was worth following. However, there is strong data indicating that using the New Year as a...
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