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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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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208 SECONDS - CONNECTING QUARTERLY: 2ND QUARTER 2017

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Dear Friends, A few months ago, I finally watched "Sully," the biographical film about Captain Chelsey "Sully" Sullenberger, the U.S. Airways pilot who safely landed a passenger airliner on the Hudson River in 2009. While I was familiar...

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Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.