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, ...
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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...
For those who were unable to attend our live training webinar in July, we’ve recorded a demonstration of our new client portal. The recording can be accessed here: http://tciwealth.com/tci-client-portal-training-webinar/. The recording lasts just under 27 minutes and covers: Password requirements ...
By: Sam Swift, CFA, CFP® It was a big week for me as I came across an article that might have jumped to the top of my “favorite local news stories of all time” list. I mean, I’ve seen some pretty terrific (read: terrible) market headlines in my day, but good golly: “Some people nervous [&he...
By: Sam Swift, CFA, CFP® Over the last few weeks, I’ve noticed a sharp uptick in cautionary pieces arguing that investors should be wary of these market highs. Many of these arguments, it should be noted, have been put forth over the last five years by the same players—if you say something ofte...
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