When people are offered new jobs or promotions, emotions are heightened because the process can move quickly. You’re presented with new information, and you need to make decisions in a timely manner. As a part of your new compensation, you see RSU. You’ve seen it before and know it’s beneficia...
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When the temperatures here in Phoenix start rising each year, desert-dwellers share one thought in common: It’s time to escape for a while. For many, dreams of owning a getaway in a more temperate climate, whether cooler or warmer, abound. Some years ago, clients of ours built a cabin in the White...
Graduation season is winding down here in Arizona, and with it came a wave of nostalgia. My grown sons are nearly done with this stage of life. While there were ups and downs along the way, each year seemed to bring some new, more complex challenges in and out of the classroom. Their minds expanded ...
A TCI Advisor will never call you and say, “I’ve got a hot stock pick.” That’s just not what we do. At our core, we’re fiduciaries, focused on serving our clients’ best interests. As a result, we base our investment philosophy on empirical data and a disciplined approach to building por...
Money. Finances. Investments. They may sound like cold, impersonal topics – but they are usually super-charged with emotion. We all have different feelings about money based on our family history and personal experience. To some, money is about safety and security. To others, it’s about control ...
As John F. Kennedy said, “Change is the law of life. And those who look only to the past or present are certain to miss the future.” Kennedy wasn’t specifically talking about financial planning when he said this, but he might as well have been. Much like death and taxes are the two things that...
Ah, the holidays…a time when many of us reflect on the past year, make plans for the new one, and think about how we can share what we have with others for the greater good. This year, as you think about your plans for giving, I’d like to invite you to consider gifting a different […]...
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