“This nonprofit will give you $1,000 if you take a few personal finance classes” was the recent headline. The article generated a couple hundred emails and calls which kick started the Foundation’s goal of offering its signature 3rd DecadeTM classes in each of the six markets served by our offices. We quickly committed to 3rd DecadeTM classes starting in…
A Regional Director for Dimensional Fund Advisors responded to last week’s blog, Jump or Wade, with several powerful graphs looking back at historical market moves. These eight graphs help us put today’s investing climate into perspective. And, last but not least, have a plan: NOTE: TCI Wealth Advisor clients have access to funds offered by Dimensional Fund Advisors.
By: Laura Walton AFC® Is now a good time to invest in the stock market? I’m asked this question more often these days. The market has steadily increased in value over the last several years. Will it continue? What should I do? Start by reviewing your plan. Because your plan reflects your circumstances and goals,…
By: Laura Walton AFC® Yogi Berra quipped “If you don’t know where you’re going, you end up somewhere else.” That’s a good argument for having a plan whether it’s for your career or your next vacation. Fundamental to your plan is imagining your future and, it turns out, we’re not very good at that. In Dan…
By: Laura Walton AFC® A folly, sometimes called an eyecatcher, is a building with no purpose other than to enhance a view on the grounds of a castle or large estate in 18th century England. The folly at Blair Atholl Castle in Scotland was nothing more than something to look at out the castle window over…
CNBC by Darla Mercado–A nonprofit organization is giving millennials of modest means a kick start into adulthood. The plan is to teach them the tenets of personal finance and also to give them $1,000 toward their retirement. Say hello to the 3rd Decade, a free educational program offered by the TCI Foundation and founded by…