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 ...
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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...
By: Sam Swift, CFA, CFP® You may have noticed that the Dow and S&P 500 have closed at record highs lately. Good news, of course, but it also makes it an easy time to be the daily headline writer financial news sites. At the end of the day, you just pick one of these: S&P […]...
Last week, TCI closed all of its offices for the first company-wide, multi-city Day of Service with Habitat for Humanity. Habitat for Humanity offers an innovative solution to the crisis of poverty housing by giving a hand up, not a hand out. Rooted in the shared traditions to care for the most at...
By: Sam Swift, CFA, CFP® Well, Michael Lewis appeared on 60 Minutes recently and just told us that the stock market is rigged (he also appeared on The Daily Show with a few more laughs). Clearly, this is worth commenting on and I have two points to make: High-Frequency Trading (HFT) is irrelevant t...
By: Sam Swift, CFA, CFP® There’s a lot of emphasis on risk in the financial world, and with good reason. The fundamental truth of investing is that risk and return are related. The more risk you take on, the higher the expected long-term returns; the less risk you take on, the lower the expected ...
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