Connecting Quarterly: 3rd Quarter 2018

With only four months left in 2018, this year has the possibility of being a historic one for the U.S. stock market. Clearly, I’m risking being labeled a “jinx”, but if the positive return achieved by the S&P...

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The Top 5 Easiest Ways to Protect Your Data, Your Money, and Your Family

Dear Friends, At TFO Phoenix, we take your security very seriously and are continuously committed to helping you fight the ever-growing problem of cyber fraud and other dangers. Here are five simple ways you can protect your data, your...

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Family Meeting Matters

When our children take up an instrument, we take them to their lessons and ensure that they practice. When we want our children to get good grades, we ensure that they study. If they take up...

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Can You Resist the Marshmallow? - Connecting Quarterly: 2nd Quarter 2018

Willpower, or lack thereof, affects us every hour of our lives. Its effect can be seen in our health, our relationships and our wealth. Many believe that something so psychological and influential must be part of our DNA;...

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Jump Around! What’s With These Big Stock Market Moves?

Dear Friends, As the global stock market has bounced up and down over the past two weeks, some clients have asked, “What causes the market to move so much in one day?”  Before we get to the answer,...

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2018 Tax Reference Sheet

The passage of the Tax Cuts and Jobs Act on December 20th of 2017 brought with it significant changes to the tax code which will begin affecting individual taxpayers starting in 2018. These changes will have varying...

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