By: Sam Swift, CFA, CFP® There’s a new commercial out about a guy in an airport who notices a long line at the health food restaurant and no line at the fast food restaurant. This commercial is dumb. “Looking below the surface, researching a hunch, and making a decision,” says Kevin Spacey (A...
Topics:
By: Sam Swift, CFA, CFP® You may have seen that Dr. Oz has been in the news recently, and not in a positive way. For those that may not know, Dr. Oz came to fame after appearing as a health expert on Oprah’s show for many years and has been hosting his own show for […]...
By: Sam Swift, CFA, CFP® My wife and I were playing golf a couple weeks ago and were paired up with a very nice individual. He was a doctor who turned out to be extremely sociable and made our day on the links extra pleasant. At one point, though, he asked a question after he […]...
By: Sam Swift, CFA, CFP® The ongoing process of financial planning requires a certain amount of expertise to navigate through all of the various options and potential pitfalls. If we were robots then we could just program in the required knowledge and be experts at our own financial life. However, ...
The Zero Alpha Group (ZAG) Adds Eighth Member Firm ZAG welcomes TCI Wealth Advisors, Inc. to its membership TCI is headquartered in Tucson, AZ, with seven total locations in the western U.S. ZAG forms and announces a new Leadership Team structure Ten international firms representing four countries a...
By: Sam Swift, CFA, CFP® It seems that a couple times per year, a new company gets a lot of media attention for going public. You likely heard about the recent IPO for Alibaba, a Chinese e-commerce company, so it’s worth discussing what all the hoopla is about. An IPO (Initial Public Offering) is...
By: Sam Swift, CFA, CFP® The financial industry does a poor job of properly defining risk. For example, you ‘ve probably seen standard deviation as a proxy for risk when looking at past performance of a portfolio, but what exactly does that mean? Even if you’re able to recall what you learned i...
Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.
(877) 733-1859Your Name
Phone Number
Email address
ZIP code
