First - Here are Important tax dates to remember Tax season is filled with dates and deadlines,...
Asset Management Resources
Find out how to manage an investment portfolio, invest wisely and more.
3 Personal Finance Rules to Know
First - Use a simple budgeting method like the 50/30/20 rule. There are a few variations of this rule, but it's designed to make the budgeting process easy. Take your after tax monthly income and divide into 3 simple categories: 50% for needs 30% for wants 20% for...
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What is the difference between a wealth manager and a financial advisor?
While their services may overlap in some areas, wealth advisors typically work with high-net-worth clientele and offer more in-depth and comprehensive services. Wealth advisors are better equipped to handle clients with upwards of $10 million.
Are Your Investment Decisions Influenced By Emotions?
Researchers in the field of behavioral finance study how personal emotions and other cognitive factors can influence financial decision-making. What they’ve discovered is that people don’t always make wise choices when it comes to their money. People sometimes react...
Charitable giving can be part of your financial plan
As families grow in size and overall wealth, a desire to "give back" often becomes a priority. Cultivating philanthropic values can help foster responsibility and a sense of purpose among both young and old alike, while providing financial benefits. Charitable...
Tax Wins From Portfolio Gains
Written By: Sarah Nadiri Do you have large unrealized capital gains in your after-tax (non-retirement) portfolio? The question of how to strategically plan around large, embedded capital gains has become increasingly popular. The growth of the U.S. and other global...
![[Video] Buying into a bear market](https://tcgservices.com/wp-content/uploads/2020/04/buying-into-a-bear-market-tcg-400x250.jpg)
[Video] Buying into a bear market
Listen to our very own Dennis Bielik, CFA®, CFP®, FRM and John Fowler, CFP® discuss opportunistic buying strategies during the current bear market with stocks and puts. Check out how this works with a popular stock like Apple. Financial assistance is available!...
What is Dollar Cost Averaging?
Dollar cost averaging is an investment strategy that can be used to alleviate risk. Investors invest a fixed dollar amount into an investment at a set interval to spread out the purchase over time. The investment typically continues each and every month over a long...
Practice Portfolio Distancing
This is clearly an eerie and unsettling time. We face not just a health crisis, but, as economic activity has slowed, if not stopped altogether, the very real prospect of a recession is here. During times of uncertainty and instability, it's natural for investors to...
Bonds in the Bear Market
The Bear is here! Unfortunately, the reality is we’re all scared of Bears (unless you’re from Chicago—then you may be a fan). The longest bull market on record is over and now comes the opportunity to look towards the next—no matter how long or short the current bear...
Advisors Weigh In: How to Increase Participant Contribution Rates
Source: Financial Advisor IQ What’s the most effective tool you’ve used to help increase contribution rates? Dennis Bielik works at TCG Advisors, a firm based in Austin, Texas that has been in business for 20 years and manages $3.5 billion. His response is below:...
Fixed-Income: Grab a Seat and Watch the Game Play Out
Written by: Dennis Bielik, CFA®, FRMThere is nothing more popular or prevalent than diversification and asset allocation in portfolio management. Whether you are an employee of the industry or an investor looking for a money manager, you cannot escape these terms....