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

Dear Friends, 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...

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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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Going For It On 4th Down - Connecting Quarterly: 4th Quarter 2017

Dear Friends, This Sunday, over 110 million people will sit down to an annual American tradition:  The Super Bowl. Amongst them will be the coaching staffs of the 30 NFL teams not fortunate enough to play...

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Tips for Preventing Fraud

Cybercrime and fraud are serious threats and constant vigilance is key. While TFO Phoenix plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your...

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