Whether you’ve been a client of TCI for 30 years or are beginning a financial planning journey, one of our fundamental principles is to educate people about investing. We believe education empowers investors to be confident in their financial plan and have a less stressful investment experience. S...
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Fall will be here before we know it, and that means tax time is coming our way once again. The most effective tax planning happens before year-end — after that, it is often too late! Consider these tax tips, and remember that your tax professional knows your situation best, so be sure to consult w...
A newsletter focusing on fostering financial confidence through education. In our latest issue read how TCI Advisors are helping clients plan their aging with intention and purpose. View the PDF here....
People are the sum of their parts. This means you, all your experiences, the people you’re surrounded by and what you eat, read, watch and listen to. Everything. Each of these parts has tremendous influence on us. If you’re new to investing, it can be easy to feel overwhelmed because there are f...
It has been a rough year for the markets, to say the least. After initially touching down about 23% for the year in June, the S&P 500 saw a quick recovery that erased more than half of those losses in just two months. However, the last 4-5 weeks have given up that brief recovery and […]...
Medicare open enrollment is around the corner; it starts October 15th and runs through December 7th. Yet, how do you decipher what is important and who to trust when making your Medicare decisions? Furthermore, and perhaps most importantly for our purposes, how does Medicare fit into your financial...
We don’t know what the future has in store for any of us. At TCI, we use financial planning to add some stability to the unpredictability of life. We know that tomorrow is going to look different than today and who knows what next year will bring. However, this is why the plans we build, […...
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