By: Sam Swift, CFA, CFP® In times of significant stock market declines, it’s good to step back and remember a few key principles. This is normal Over the past century, U.S. stock markets have experienced a drop of 10% about once per year on average. They experienced a drop of 20% about every thre...
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By: Sam Swift, CFA, CFP® Happy New Year! It’s kind of a shame that one of my favorite blog posts of the year always happens in the first week of the year, but here we are again. That’s right—it’s time to check in on the expert predictions for last year! This year, I googled “experts [&hel...
In a ranking just published by Financial Planning magazine, TCI ranked #64 in the 2016 list of Top 150 RIA firms in the country. Furthermore, TCI is honored to be the only firm in Arizona included in the ranking. The publication captures truly independent firms, by listing firms that remain free of...
By: Sam Swift, CFA, CFP® There’s a lot of talk in the financial world about what an election year might mean for stock markets. You’re likely to hear that election years tend to underperform relative to the long-term average and that the real time to be invested is in the pre-election year: Ala...
By: Sam Swift, CFA, CFP® We have a tendency to think that when change happens to us (whether it’s within our control or not), we simply adjust to the new status quo in a fairly smooth fashion. This is rarely the case. Most people will alternate between delight and regret during the transition pha...
TCI is excited to announce we will be a drop-off location for Toys for Tots this year. Join us in supporting the U.S. Marine Corps Reserve in providing toys to less fortunate children. New, unwrapped toys can be dropped off at all of our offices between November 23rd and December 14th. Toys will t...
Did you know TCI has a Client Portal? Have you ever logged-in? Don’t know where to begin? Join TCI on a webinar Thursday, October 29, 2015 at 3:00 p.m. MST/PDT (Arizona/West Coast)/ 4:00 p.m. MDT (Colorado/New Mexico) to learn how to use our Client Portal. The tutorial will cover logging in,...
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