As many of you know, the government has been taking steps to address the coronavirus pandemic on multiple fronts. On the medical side, state and local officials have implemented a wide range of policies to encourage and even enforce social distancing. The federal government has the ability to deploy...
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As financial Chicken Little sightings increase by the day and some of you may be falling prey to his “sky is falling” message, we have a plan to kill that bird. To be clear, the health concerns caused by the COVID-19 pandemic are very real and we urge you to follow the guidance of the [&he...
By Sam Swift, CFA, CFP®, AIF® Market returns are generated by a very small number of stocks in a very short window of time. Blink and you may miss it. Fortunately, there is an easy way to make sure the great engine of wealth generation does not pass you by. We are in a key […]...
Updated July 6, 2022 A firm the size of TCI’s remaining independent is becoming rare as mergers and acquisitions become increasingly prevalent in our industry. As the financial industry continues to change, TCI celebrates its steadfast and uncompromising commitment to our clients and inde...
By Sam Swift, CFA, CFP®, AIF® Yes, Dad, You Did Actually Teach Me A Few Things In honor of Father’s Day this Sunday, I thought I’d relay some lessons my father has taught me (consciously or not) throughout the years. Don’t spend more than you earn. This seems obvious, but evidence says many ...
Shoulder to shoulder with eight of the most competitive athletes in the sport, I sat astride my bike at the starting line on a raw December day in Lexington, KY, waiting for the gunshot that would unleash this testosterone-fueled tornado. Behind me was a crush of eighty or so cyclists, waiting for t...
I’ve always been leery of New Year’s Resolutions—I say if you want to make a resolution to better yourself or your situation in some way, just start immediately. Nevertheless, we’ve always enjoyed marking arbitrary points in time as a society, so in that spirit I will have the same generic r...
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