TCI is approaching a significant milestone as we look forward to welcoming our 100th team member! It’s a reason to pause, reflect and appreciate the journey we started many years ago. Now, TCI has five office locations and an incredibly talented team serving our clients. In July 2023, I joined...
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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 ...
This isn’t an article about biking, but it starts with a biking story. I’m friendly with a married couple in their sixties for whom biking is a passion and a joy. In retirement, they’re spending more time riding, and riding more miles than ever. Their older bikes were always fully function...
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...
For the past two months, I have seen countless articles presenting readers with different strategies to achieve their financial goals in the new year. These pieces were well intentioned, and some of the advice was worth following. However, there is strong data indicating that using the New Year as a...
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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