Fall 2024 Newsletter
A newsletter focusing on finding calm amid the noise of the upcoming U.S. presidential election, reflecting on how thoughtful planning benefits life’s journey, and exploring the concept of a living legacy. View the PDF here....
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Revisiting Education Savings This School Year
As a father of two and Advisor at TCI, saving for my kids’ education is always on my mind. My wife and I try to set a little aside each month so we’re ready for the day the tuition bills start coming in. It’s easy to overlook or put off this part of financial planning, […]...
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TCI Scottsdale: A Journey of Connections and Growth
Most people remember 2008 for the housing collapse that triggered the Great Recession. It’s hard to forget. For me, though, 2008 also marks the start of an exciting new chapter in TCI’s history. Despite the challenging beginning, the story has a happy ending. Before embarking on this journey...
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2024 So Far: Reflections and Outlook
What daily habits make you feel fulfilled? For some, it’s exercise, for others, like me, it’s playing pool. Checking your portfolio should never be one of those daily habits. As a client of TCI, you’ve probably heard this message many times. What good is it going to do you? The market...
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Defending Diversification: Lessons from Recent Market Trends
Diversification is one of the oldest and most successful principles in investing. It has been a cornerstone of TCI’s investment philosophy since we started guiding clients on their financial journey’s more than 30 years ago. Yet, it has recently found itself under scrutiny given the strong per...
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The Importance of Powers of Attorney for Young Adults
As an Advisor, the topics I help provide solutions to tend to go in cycles. There are times when I am helping clients rebalance their portfolio. After tax season, I often provide clients with recommendations regarding what they can do to improve next year’s tax efficiency. Many of my clients are c...
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From Finance to Fiction: TCI’s Summer Book Recommendations
Summer 2024 is officially here. Time for family vacation, staying cool by the lake, and looking forward to monsoon season. Summer brings a great energy that is unique from the rest of the year. The kids are excited to be out of school and spread that positive sort of kinetic energy everywhere they g...
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