Not Every Financial Shock Makes the News
Written by: Mason Moses It has been challenging over the last several months to turn on the news and not hear the talking heads discuss how the COVID-19 financial shock has impacted the economy short-term and the potential long-term ramifications. COVID-19 aside, many...
Meet Simon Miselis
Simon Miselis is a Senior Regulatory Compliance Manager at TCG Group Holdings. He began his career in the financial services industry with Charles Schwab in 2011. He has worked with retirement plans that range from start-ups to $1 billion in plan assets. He has spent...
Meet Chris Jamail
Chris Jamail, CFP® is a Partner and Chief Marketing Officer at TCG where he is responsible for strategic business development and managing company-wide marketing efforts and strategy. On a mission to grow the TCG “ecosystem”, he is working to improve the financial...
The Financial Planning Jigsaw Puzzle
You sit down with a financial advisor, they ask a few questions and they recommend your investment plan should be 60% stock and 40% bonds. That mix of assets has been recommended for decades and for some it may be the right strategy. Our view of financial planning is...Follow Us
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