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...
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This week I couldn’t stop thinking about this illustration (above) from Carl Richards. It deals with loss aversion, but I wasn’t necessarily thinking about it in a financial context. This is a busy sports weekend: Super Bowl on Sunday, the Winter Olympics are taking place and itR...
It takes an enormous amount of time, effort and resources to become a physician–and there’s often a big celebration to commemorate the occasion. Yet, when it’s time to stop being a physician and embrace the next chapter, retirement, there is a fair bit of dread. So much dread in fact that doct...
At TCI, we have six well-defined core values that shape our culture, influence how we hire and with whom we work. Together the six values align to create an incredible tool that allows us to fulfill our mission of empowering purpose-filled lives for our clients. One of those values, in par...
After three great years for market returns, 2022 has gotten off to an unexpected start in the first couple of weeks. The S&P 500 Index is down 4%, as of this writing, from its peak at the beginning of the year. This is just short-term noise and in line with normal market volatility, of...
Whether it’s sharing observations on topics relevant to your financial well-being or providing insight on our investment philosophy, nearly every week TCI blog authors strive to empower and educate our readers. As the year winds down, this week we thought we would look back...
Americans have long been among the most financially generous people in the world, a virtue that has been very evident to me in the nearly three decades I’ve been working with clients as a financial advisor. Many of my clients have created big-hearted bequests in their wills in the hopes of using t...
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