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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 17TCI CEO and Advisor, Sam Swift, CFA, CFP®, AIF®, was quoted in USA Today in response to the question of how people can make the most of their tax refund. Sam shared advice he’s been offering clients for years, explaining that contributions, big or small, to an IRA or 401(k) can go a long way [&h...
TCI
Mar 10
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