Should a Financial Planner Dress Up?

An odd question but one that was the topic of a recent Michael Kitces blog where I learned about “countersignaling”. The Kitces blog is a popular one with financial planners; this one was written by Derek Tharp, a Research Associate at Kitces.com and a Ph.D. candidate...

read more

They almost had me…

It was the end of the year and I was getting my car serviced when the new service manager introduced himself and gave me some FIAT swag – a nice water bottle customized to fit the holder. Then he asked if I’d consider buying an extended warranty. My car was just out...

read more

It doesn’t get much better than this…

  In a recent Freakonomics episode, four heavy hitters chatted about active versus passive investing. Sound dry? Not at all! Below I’ve shared some of the best of the podcast but I heartily recommend listening to these super-heroes of the everyday investor. First, let...

read more

Gone fishin’

When you read this, I’ll be in the Sangre de Cristo Mountains of Northern New Mexico fly fishing. I taught myself to fly fish after growing up watching my father on streams in the White Mountains of Arizona. I like to keep my fishing simple – small streams, basic...

read more

The Power of Discipline

Congrats to my friend Heather who just completed, this very morning, 30 consecutive days of walking Tumamoc Hill at 5:30AM. She says, “Other than the physical byproduct of having stronger legs and lungs, I feel a sense of accomplishment and it's been a good reminder...

read more

5 bedrooms, 10 roommates

Last week we fell into conversation with a fellow who’d recently relocated from the San Francisco area, an area known for its high cost of living. He was basking in our low rental rates and his increased ability to save. He explained that even though his prior rent...

read more

Wouldn’t it be great…

to own a home here? You’re vacationing in a great place, far away from the day-to-day life of work and home, it’s idyllic. But owning your home there may not be. Here’s an honest look at the pros and cons. We spent last weekend with friends in a cabin on Mt. Lemmon –...

read more

America’s Lost Week

Did you know we had a lost week? Apparently the 20.3 days of vacation that we took on average between 1978 and 2000 shrank to just 16 by 2014 - this is a crisis! But the good news is that it’s trending up…to 16.8 days in 2016. This week’s quiet offices, phones and...

read more

A day off

With the 4th of July coming next Tuesday, many of us will have a little extra time on our hands. I’ve got a couple of ideas for you. There is, of course, vacation. Husband Dave passed on a fun idea from the Wall Street Journal. It’s the brainchild of a creative travel...

read more

Our Mission

Increasing new investors' confidence and lifetime success through financial education.

Subscribe to the TCI Foundation Blog