By Sam Swift, CFA, CFP® Happy 2017! 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 ...
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Regardless of which side of the ticket you supported, yesterday’s election surprise was a “Brexit” type of event, one which will certainly be remembered from a historic perspective. Markets are likely to be volatile today and in the near future. As prudent investors, the most strai...
By Sam Swift, CFA, CFP® We’re now more than seven months into the year, so I don’t think it hurts to check in on how various markets have performed in 2016. With the normal caveats—none of this means anything as far as actionable information for the future; the first seven months of 2016 is a...
Financial Planning and Foundation for Financial Planning Pro Bono Awards, a non-profit devoted to connecting the financial planning community with people in need, awarded Bob Swift of TCI Wealth Advisors, Inc. as their 6th Annual Pro Bono Planner of the Year for his vision and devotion to the TCI Fo...
By Sam Swift, CFA, CFP® My kid is approaching his first birthday which means that my (weak) excuses for not working out and eating poorly are starting to run thin. He’s in a comfortable routine now (including bypassing the pile of toys each day to play with the dog leashes/empty cups/shutters), w...
By Sam Swift, CFA, CFP® I was thinking about the vote on whether or not Britain would leave the EU last night and decided to write down some predictions. You may notice a few similarities. If Britain votes to stay in the EU: There will likely be some market volatility. It could be significantly up ...
By: Sam Swift, CFA, CFP® It’s June here in the desert which means the heat is rapidly approaching. In fact, our May was so mild compared to usual that it was almost as if the heat hit the snooze button. No matter—it’s awake now and making up for lost time. Tuesday this week was 92 […]...
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