My Philanthropic Start My own philanthropic journey began long before I became a Wealth Advisor at TCI. When I was young, around this time of year, my family and I volunteered at Rawhide in Chandler, Arizona. We gave our time and served food to people experiencing homelessness during the Thanksgivin...
The Moment Everything Changed About eight years ago, I read The Compound Effect by Darren Hardy. I didn’t know it then, but that book would reshape my life in ways I couldn’t imagine. I don’t remember every detail, but I do remember the obsession it sparked with compounding, the idea that smal...
Gold is back in the headlines, having recently hit all-time highs and drawing investors who feel the need for a safe haven, believe they need extra protection from inflation, or are simply afraid of missing out. It’s not the first time this story has played out. In 1980, amid double-digit inflatio...
Rooted in independence, guided by relationships, and built for the future, our latest newsletter explores how planning with purpose creates lasting impact. View the PDF here....
A TCI Perspective on Giving and Community At TCI Wealth Advisors, we believe investing goes beyond portfolios; it is about investing in our communities and the people who shape them. Each year, we share this Arizona Tax Credit overview to help individuals and families understand how they can make a ...
What Happens to My Equity Compensation in an IPO? If your company is preparing to go public—or even if there are whispers about it—you may be wondering what that means for the equity compensation you’ve worked hard to earn. An IPO (initial public offering) is a major milestone for any company....
When markets reach record highs, it’s natural to wonder if it’s the wrong time to invest. History shows that new highs are normal, not warnings. Staying invested, even during peaks, has delivered strong long-term results. The real risk isn’t buying at the top, it’s missing the market’s bes...
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