What’s Your Story?

Check out our new article, Origins - What’s Your Story?

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2019 Tax Reference Sheet

Our 2019 Tax Reference Sheet is now available. This resource is being provided to allow you quick access to tax-related data points that may impact you over the 2019 tax year. If you have any questions about...

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CONNECTING QUARTERLY: 4TH QUARTER 2018

This Christmas brought with it a new bike for my eight-year-old son. He was a bit of a late bloomer to two-wheeled bike riding, only learning how to ride about a year ago. He now seems to...

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10 Healthy Financial Habits

To help young adults build a solid foundation of financial knowledge, TFO Phoenix is conducting a series of Financial Wellness Boot Camps relevant to their stage in life. We kicked off our first workshop in August, with...

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Midterm Elections—What Do They Mean for Markets?

Dear Friends, With the results of the midterm elections now known, financial news outlets are likely to publish a bevy of forecasts about the perceived impact the political landscape will have on the financial markets. Unfortunately for those...

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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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