While I’m incredibly proud of my current work as a financial advisor, and previously as a CPA, the financial industry as a whole hasn’t made my job easy. Unfortunately, the financial planning industry only makes the news when something bad happens, take this headline that circulated last...
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Five months into 2022 and markets are down. There is a lot of daily volatility, and the headlines will have you thinking that there is no end in sight. When investors see the value of their portfolios drop, they naturally start to question the efficacy of their investment strategy. They also tend to...
Over the past year, investing has, improbably, become the latest cultural trend. In the midst of flashy topics like cryptocurrency, meme stocks, and unicorns dominating the headlines, the importance of investing fundamentals has gotten somewhat lost. Chief among these fundamentals is learning how to...
This sketch from Carl Richards reflects what we try to accomplish with each financial plan we build at TCI. Our goal is to help you achieve financial freedom so that you’re able to accomplish your goals and lead a life of purpose. Going to reiterate part of that sentence again because it...
As long-term investors, one of the things we know to be true is that there’s always something going on in the world to worry about, and yet—despite sometimes extreme bouts of volatility–markets ultimately climb over that “wall of worry” and rise over time. In a charitable context...
Creating an estate plan can be an emotional process. We don’t like to think of a time when we won’t be here for our loved ones. Like many of us, my husband and I were procrastinators on getting our estate plan in place. When our kids were little, we only had a handwritten note naming […]...
When I think back to some of the big financial occurrences of the past couple years, there is one historic low in particular that stands out: low interest rates. While we have been seeing a consistent decline in rates since 2018, interest rates are slowly starting to rise to curb the effects of inf...
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