We’ve entered the season of giving, a time when many of us are planning gifts to surprise and show appreciation for loved ones. This is also a time when people often consider charitable contributions, embracing the spirit of the season and exploring end-of-year tax benefits. At TCI, philanthropy i...
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With the presidential election fast approaching, emotions are running high, and you may be thinking about the potential for market volatility affecting your investment portfolio. However, a careful review of presidential election history and its impact on the economy and financial markets suggests t...
What daily habits make you feel fulfilled? For some, it’s exercise, for others, like me, it’s playing pool. Checking your portfolio should never be one of those daily habits. As a client of TCI, you’ve probably heard this message many times. What good is it going to do you? The market...
Diversification is one of the oldest and most successful principles in investing. It has been a cornerstone of TCI’s investment philosophy since we started guiding clients on their financial journey’s more than 30 years ago. Yet, it has recently found itself under scrutiny given the strong per...
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...
Every spring, a buzz about tax refunds fills the air. It’s no surprise; the idea of receiving money back from the government tends to spark excitement. When I join client meetings, the tax refund conversation often revolves around two main themes: how clients plan to spend their refunds or how...
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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