We all go through life with biases about ourselves, after all, who knows us better than we do? Not many people. These biases can lead to forming assumptions that, in turn, have the ability to influence other decisions. This is why we need feedback. Good or bad it helps shape our vision because we ca...
Topics:
It feels like everyone is ready to get out of town for the summer. There is a lot of pent-up travel energy from the past few years of pandemic doldrums, and everyone deserves a nice, long vacation. I typically like to send out a summer reading list in July, but Spring Fever is calling, and […...
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...
Five months into 2022 and markets are down. There is a lot of daily volatility, and the headlines will have you thinking that there is no end in sight. When investors see the value of their portfolios drop, they naturally start to question the efficacy of their investment strategy. They also tend to...
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...
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 […]...
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
