This sketch from Carl Richards reflects what we try to accomplish with each financial plan we build at TCI. Our goal is to help you achieve financial freedom so that you’re able to accomplish your goals and lead a life of purpose. Going to reiterate part of that sentence again because it...
Topics:
As long-term investors, one of the things we know to be true is that there’s always something going on in the world to worry about, and yet—despite sometimes extreme bouts of volatility–markets ultimately climb over that “wall of worry” and rise over time. In a charitable context...
Creating an estate plan can be an emotional process. We don’t like to think of a time when we won’t be here for our loved ones. Like many of us, my husband and I were procrastinators on getting our estate plan in place. When our kids were little, we only had a handwritten note naming […]...
When I think back to some of the big financial occurrences of the past couple years, there is one historic low in particular that stands out: low interest rates. While we have been seeing a consistent decline in rates since 2018, interest rates are slowly starting to rise to curb the effects of inf...
No matter what financial situation you’re in, planning for retirement can feel like a daunting endeavor. Whether you are starting out in your career or retirement is rapidly approaching, the looming question everyone faces is, “how much money do I need to retire?” You can come up with some num...
As we celebrated International Women’s Day this week, I want to share this quote that inspires me thinking about women and finance: “Here’s to strong women. May know them. May we be them. May we raise them.” It is important to recognize and celebrate the women who have helped shape each of u...
Thirty years after starting TCI in a spare bedroom in my home in Tucson, Arizona, I’m getting ready to retire. TCI was launched on an admittedly quirky notion that I could help people manage their money better, and over time it has grown from a kitchen-table enterprise to one of the largest and fa...
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
