In mid-December 2019–in a world far, far away from our current COVID state of mind—Congress passed a significant piece of legislation that has major implications for the retirement, tax and estate planning of many Americans. Called “Setting Every Community Up for Retirement Enhanceme...
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The 401(k) retirement plan has become a household name to most working Americans. In case you’re unfamiliar, a 401(k) is an employer-sponsored retirement plan to which employees can make retirement savings contributions to help prepare themselves for retirement. Given the 401(k)’s rise i...
We left last week continuing to explore our investment strategy acknowledging the reality that the value premium has been negative across all markets for the ten-year period ending in 2019. Conversely, the profitability premium and the market premium have been strongly positive over that same period...
We finished last week’s post with two revelations that spring from the efficient markets theory: It’s very hard to exploit “mispricing”, if not impossible, after accounting for the costs to do so. The “market portfolio” is a very efficient portfolio, and you better have a good reason to ...
One of the silver linings to all of this is that I’ve gotten the chance to spend more time with my two-year-old daughter and four-year-old son than I otherwise would have. Of course, as other parents know, spending more time with kids now also requires that we take on the role of teacher. In my [&...
As many of you know, the government has been taking steps to address the coronavirus pandemic on multiple fronts. On the medical side, state and local officials have implemented a wide range of policies to encourage and even enforce social distancing. The federal government has the ability to deploy...
Updated July 6, 2022 A firm the size of TCI’s remaining independent is becoming rare as mergers and acquisitions become increasingly prevalent in our industry. As the financial industry continues to change, TCI celebrates its steadfast and uncompromising commitment to our clients and inde...
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