TCI Blog
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Market Concerns Never Go Away
Market concerns are a reality that investors must live with over the entire course of their investment journey. Most recently, there have been concerns over inflation, and COVID, and Ukraine, and Israel, and the coming election, and whatever else was on the news this morning. I don’t mean to belit...
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8 Tips to Have Successful Money Conversations with Your Significant Other
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 ...
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Reviewing Updates to the 401(k) in 2024
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...
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Caring for Clients, Even After Farewell
One of the things Advisors have to learn on the job, emotionally, is how to deal with the knowledge that a client has passed away. Often in my relationships with clients, I get a sense of their energy, and I look forward to interacting with them in our meetings and phone calls. When this energy [&he...
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Establishing Healthy Money Habits for Kids
It is an unfortunate truth that most schools don’t include any type of personal finance and investment management in their curricula. In fact, the first time that a large portion of young people in the U.S. are exposed to making decisions around investments comes when they are enrolling in their 4...
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Navigating Loss With Your Advisor
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