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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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 […]...
A significant aspect of my role as an advisor at TCI deals with planning the most effective ways to give away money. It is my goal to have you consider charitable giving as part of your long-term plan. Many of our early discussions may revolve around achieving personal goals, supporting schooling fo...
My career has always been a little about taking the path less traveled. That path led me to TCI and the opening of the Denver office. To understand what led up to opening the doors of our office in 2010, we have to do a little time traveling, back to 1984. After graduating college, instead […...
My wife and I moved to Reno in 2004, and we quickly realized that it was an ideal new community for us. At the time, I was a triathlete and athletic coach, and we were both outdoorsy people, Reno perfectly fit our lifestyle. One day, during a meeting with my financial advisor, he recognized my [&hel...
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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