In this episode, Brent has a compelling conversation with Sam Swift, delving into recent market developments and providing invaluable insights for making well-informed planning decisions amidst market volatility. They discuss the psychological aspects influencing decision-making, learn effective strategies to minimize errors, and discover ways to maintain goal consistency while adapting to the ebb and flow of the markets over time.
Sam Swift, CFA, CFP®, AIF® is the CEO of TCI Wealth Advisers where he helps others arrive at positive financial outcomes and achieve peace of mind through trusted, respectful, honest and open communication is what makes it all worthwhile. He can be reached at https://tciwealth.com/employee-directory/sam-swift/.
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