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Meet the Author
A great investment experience starts with the right knowledge and a candid conversation.
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When TCI was founded in 1990, it was built on a foundation providing investor education. Founder, Bob Swift, believed that informed investors make better decisions and experience greater fulfillment along their financial journeys. Around that same time, a new form of employee compensation began to g...
Kyle Larson, CFP®
Mar 19There’s always a lot happening in the world, but the volume feels especially loud right now. It’s natural to feel like you should react, but history shows that short-term moves rarely pay off. Here is the big picture at a glance, with a deeper dive below: History is constantly being written. Whi...
Sam Swift, CFA, CFP®, AIF®
Mar 17My wife and I recently moved back to Montana. She just finished Physician Assistant school and is about to start her career. We’re settling into a familiar place with fresh opportunities. Before this, we managed on a single income, adjusting our own plan to make it work. Of course, we had acco...
Troy Chrane, CFP®, MSPFP
Feb 28
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