A significant aspect of my role as an advisor at TCI deals with planning the most effective ways to give away money. It is my goal to have you consider charitable giving as part of your long-term plan. Many of our early discussions may revolve around achieving personal goals, supporting schooling fo...
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My career has always been a little about taking the path less traveled. That path led me to TCI and the opening of the Denver office. To understand what led up to opening the doors of our office in 2010, we have to do a little time traveling, back to 1984. After graduating college, instead […...
My wife and I moved to Reno in 2004, and we quickly realized that it was an ideal new community for us. At the time, I was a triathlete and athletic coach, and we were both outdoorsy people, Reno perfectly fit our lifestyle. One day, during a meeting with my financial advisor, he recognized my [&hel...
It is an unfortunate truth that most schools don’t include any type of personal finance and investment management in their curricula. In fact, the first time that a large portion of young people in the U.S. are exposed to making decisions around investments comes when they are enrolling in their 4...
The 2023 Arizona Tax Credit programs for individuals allow you to make a positive charitable impact while receiving a credit that reduces your Arizona income tax liability. Your payments under any of the tax credit programs below will reduce your Arizona income tax dollar-for-dollar by the amount of...
Investing, by definition, is a long-term exercise. It’s not about what happened yesterday or what may happen in the next month or so. For most of us, it’s about how the markets will perform over the next 25 to 30 years or more so that we can achieve our long-term financial goals. Speculation on ...
Entering the third holiday season as a family of four, I can’t help but notice how the festivities arrive faster each year. The holidays always feel like a landmark on the calendar because there is so much excitement: family gatherings, school productions, holiday parties, etc. It feels as tho...
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