A Year Worth Reflecting On Some years feel like they move fast. Others feel like they ask for patience and resilience. This past year managed to do both, sometimes within the same week. (Anyone else feel like life occasionally resembles a group text with too many opinions and not enough clarity? Or ...
New “Trump accounts” have raised questions for many clients. This article explains how they work, their limitations, and how they compare to other planning tools....
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 ...
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
