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

A Quick Brexplanation

I was thinking about the vote on whether or not Britain would leave the EU last night and decided to write down some predictions. You may notice a few similarities. If Britain votes to stay in the EU: There will likely be some market volatility. It could be significantly up or down or both in the same day. This is the result of short-term Continue Reading

You’re Flat-Lining Right Now…And That’s a Good Thing

I was walking through a long-term growth chart with a client the other day in an effort to show that even major market turmoil shows up as blips when you take the long-run view. You’re probably all familiar with charts like these. Here’s one that shows a global portfolio over the last 45 years starting in 1970: Obviously there are a lot of Continue Reading

Plans are Worthless but Planning is Everything

“Plans are worthless, but planning is everything. There is a very great distinction because when you are planning for an emergency you must start with this one thing: The very definition of ‘emergency’ is that it is unexpected. Therefore it is not going to happen the way you are planning. So, the first thing you do is to take all the plans off the Continue Reading

The Hierarchy of Investor Needs

While Sam is out on paternity leave we hope you will enjoy this Tumblr post written by Morgan Housel. One summer in college I interned at an investment bank. It was the worst job I ever had. A co-worker and I survived our days by bonding over a mutual interest in the stock market. My co-worker was brilliant. Scary brilliant. The kind of Continue Reading