When No is a Positive

There’s a battle raging in my household right now about which word my two-year old son will say more often through 2017: No or Mine. “No” was the clear leader for the first few months of the year, but “mine” is making an epic comeback as my son claims possession of nearly everything (his bottle, his cousin’s bottle, my phone, our dachsund’s ears, Continue Reading

From Greece to Qatar: A Review of Markets in 2017

Every once in a while it’s helpful to check in on the markets; not as a way to predict the future but as a way to better understand what we all are investing in. After all, though we don’t have control over market returns throughout our life it still matters a great deal. With that in mind there are some interesting story lines through the first Continue Reading

Do You Want the Sizzle or the Science?

Post by Lori Booth-Houle, CPA,CFP®. She is a TCI advisor and shareholder in our Scottsdale office. Let’s face it—science isn’t always sexy.   After all, when was the last time you heard of someone binge-watching the “NOVA” TV series on PBS?  Sometimes our brains just want the sizzle, rather than the science.  And I’ll admit that when I’m waiting Continue Reading

Yes, Dad, You Did Actually Teach Me A Few Things

In honor of Father’s Day this Sunday, I thought I’d relay some lessons my father has taught me (consciously or not) throughout the years. Don’t spend more than you earn. This seems obvious, but evidence says many of us forget this. It’s hard to not take advantage of easy credit when you know the minimum payment will be easy to make, but Continue Reading

The Age-Old Question

By: Lori Booth-Houle, CPA, CFP® “Age is not a particularly interesting subject.  Anyone can get old.  All you have to do is live long enough.” – Groucho Marx How much time do we each have to live?  As planners, the reaction we get from clients if we do a retirement cash flow analysis and project out to the client’s age 95 is generally Continue Reading