Investing, by definition, is a long-term exercise. It’s not about what happened yesterday or what may happen in the next month or so. For most of us, it’s about how the markets will perform over the next 25 to 30 years or more so that we can achieve our long-term financial goals. Speculation on ...
Topics:
Ever since I was a kid, I’ve always enjoyed learning, and, even to this day, learning energizes and excites me in a unique way. The world around us is magnificent if you stop, look around and take it all in. However, something I’ve learned as I’ve gotten older is recognizing when to share what...
When we envision our perfect retirement, we tend to think about travel, time with the grandkids and the passion projects we’ll finally tackle. Yet upon retirement, many of us find ourselves experiencing the same financial stressors we did during our working years, worrying about debt or how to aff...
The end of 2022 is upon us and, as predicted, it was another year where it would have been impossible to make an accurate market prediction. To be fair, every year is an unpredictable year and unworthy of making such a prediction. It’s important to remember this as you see 2023 market predictions ...
As I’ve gotten older, the days feel long but the years seem to go by quicker and quicker. As we find ourselves in November with Thanksgiving a few weeks away, the end of the year will go by in what feels like the blink of an eye. Before you know it, many conversations will center […]...
Today marks the five-year anniversary of a wealth management milestone. On Friday, June 9, 2017, the United States Department of Labor enacted a new rule that required all financial advisors providing advice regarding qualified plans must forego any sales agenda and give advice that would benefit th...
While I’m incredibly proud of my current work as a financial advisor, and previously as a CPA, the financial industry as a whole hasn’t made my job easy. Unfortunately, the financial planning industry only makes the news when something bad happens, take this headline that circulated last...
pages:
Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.
(877) 733-1859Your Name
Phone Number
Email address
ZIP code
