Most people remember 2008 for the housing collapse that triggered the Great Recession. It’s hard to forget. For me, though, 2008 also marks the start of an exciting new chapter in TCI’s history. Despite the challenging beginning, the story has a happy ending. Before embarking on this journey...
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What daily habits make you feel fulfilled? For some, it’s exercise, for others, like me, it’s playing pool. Checking your portfolio should never be one of those daily habits. As a client of TCI, you’ve probably heard this message many times. What good is it going to do you? The market...
Diversification is one of the oldest and most successful principles in investing. It has been a cornerstone of TCI’s investment philosophy since we started guiding clients on their financial journey’s more than 30 years ago. Yet, it has recently found itself under scrutiny given the strong per...
As an Advisor, the topics I help provide solutions to tend to go in cycles. There are times when I am helping clients rebalance their portfolio. After tax season, I often provide clients with recommendations regarding what they can do to improve next year’s tax efficiency. Many of my clients are c...
Summer 2024 is officially here. Time for family vacation, staying cool by the lake, and looking forward to monsoon season. Summer brings a great energy that is unique from the rest of the year. The kids are excited to be out of school and spread that positive sort of kinetic energy everywhere they g...
When people are offered new jobs or promotions, emotions are heightened because the process can move quickly. You’re presented with new information, and you need to make decisions in a timely manner. As a part of your new compensation, you see RSU. You’ve seen it before and know it’s beneficia...
When the temperatures here in Phoenix start rising each year, desert-dwellers share one thought in common: It’s time to escape for a while. For many, dreams of owning a getaway in a more temperate climate, whether cooler or warmer, abound. Some years ago, clients of ours built a cabin in the White...
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