On December 20th, President Trump signed the SECURE Act (Setting Every Community Up for Retirement Enhancement) which is being described as one of the most sweeping retirement security legislation to move through Congress in decades. Now that...
Our 2020 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 2020 tax year. If you have any questions about...
Dear Friends, As we get used to writing our dates with a “20” at the end, most of us have probably paused at least once to think about what our lives and...
TFO Phoenix Named to 2019 Top 100 Wealth Managers by RIA Channel
December 16, 2019 – TFO Phoenix is excited to announce it has been named as one of 2019’s Top 100 Wealth Managers by RIA Channel. Thank you to our clients and employees for making this recognition possible. Click...
Dear Friends, Earlier this month, my nine-year old son participated in an annual tradition amongst fourth graders at his school: The overnight field trip to the Phoenix Zoo. Many parents of the fourth graders, including my wife,...
March 18, 2019 With 2019 underway, I thought this would be an opportune time to provide you with a short update on some exciting recent events at TFO Phoenix: Your Team Is Deeper As we continue...
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