I Digress…

By: Laura Walton AFC® My blog on home affordability took me to the tech startup Divvy which led me to Max Levchin of HVF Labs who somehow juggles a smorgasbord of tech startups, board positions, wife, kids and 800 emails a day. I was left with the nagging question “How does one person pull all…

Jump or Wade – An Historical Perspective

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.

Follies

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…

Heal your business model!

By: Laura Walton AFC® “Managing money is the most profitable business in the United States.” Jason Zweig pulled this quote for his recent Wall Street Journal article from a 1996 speech made by Arthur Zeikel, then president of Merrill Lynch Asset Management. Zweig’s article, “Financiers, Heal Thyselves,” applauds the recently announced pact by Jeffrey Bezos (Amazon), Warren Buffett…