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...

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...

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...

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...

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...