At TCI we are always talking about how to help clients accomplish their goals. We often refer to this as leading a purpose-filled life. If you had financial freedom, what would you want to do with it? Leave a legacy for your children, travel endlessly or support a nonprofit in a significant way...
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After three great years for market returns, 2022 has gotten off to an unexpected start in the first couple of weeks. The S&P 500 Index is down 4%, as of this writing, from its peak at the beginning of the year. This is just short-term noise and in line with normal market volatility, of...
This new year has welcomed a new routine into my household: chores! My son is now six years old and has been looking for some responsibility and a way to get some more things he wants. Somehow, he hasn’t figured out the obvious option of buttering up either grandma, thus, chores it is. We’re sta...
Happy New Year! Hopefully you all had a wonderful 2021 holiday season and you have exciting things to look forward to in 2022. If you’re the type that has New Year’s resolutions, I hope you’re successful in your endeavors. Despite my skepticism around starting something on a relatively arbitr...
Whether it’s sharing observations on topics relevant to your financial well-being or providing insight on our investment philosophy, nearly every week TCI blog authors strive to empower and educate our readers. As the year winds down, this week we thought we would look back...
Americans have long been among the most financially generous people in the world, a virtue that has been very evident to me in the nearly three decades I’ve been working with clients as a financial advisor. Many of my clients have created big-hearted bequests in their wills in the hopes of using t...
Tax planning is a fundamental part of financial planning. Yet, there’s a misguided notion amongst some members of the financial industry and individuals that the goal of tax planning should solely be about MINIMIZING your tax bill. While this may have some short-term benefits, in actuality, the go...
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