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

One Tweet is Worth 1,000….Trades?

I had an interesting article passed along to me a couple of weeks ago and it’s only become more relevant since: Discount Brokerages to Donald Trump: Keep Tweeting There are a couple lessons here that we can address: This is actually good insight into how markets process information, and This is further insight into why we should decline Continue Reading

Reviewing 2016 Predictions

It’s time once again for the Year in Review! In year’s past, I simply find the first article I can regarding 2016 predictions and see how finely tuned the crystal balls were, but as a special treat this time around I actually kept a copy of Fortune magazine’s “Investor’s Guide 2016” from December 2015. It’s been sitting in my desk for twelve months Continue Reading

Take a Deep Breath, The Election is Almost Over

With less than two weeks to go until November 8th, election anxiety is a real thing for many Americans. For those of you affected I can't necessarily relieve all of your stress, but I do feel qualified to at least calm you down as regards your investments and long-term plan. In fact, you heard it from me several months ago here: "U.S. politics Continue Reading