On February 18th TCI partnered with Dimensional Fund Advisors for a Q&A webinar to provide perspective on weathering the storm of volatility. The session was hosted by Apollo Lupescu, PhD, Vice President of Dimensional Fund Advisors and he was joined by TCI Advisor Sam Swift, CFA, CFP®. B...
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By: Sam Swift, CFA, CFP® January was a poor month for stock markets. U.S. stocks as measured by the S&P 500 were down almost 5% and there was no respite to be found globally as international markets had similar declines. Even those numbers don’t tell the entire story as all of the damage was ...
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...
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...
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