You Meant What???

More and more families are recognizing the importance of equipping their heirs with the appropriate tools to sustain and be stewards of the family’s hard-earned wealth. While these families are expending effort on important concepts such as...

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10 Years Ago - Connecting Quarterly: 4th Quarter 2016

Dear Friends Ten years ago this month, on a Sunday morning in my quiet neighborhood, I had the misfortune of being in the wrong place at the wrong time. My wife and I were out on our weekly...

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2017 Tax Reference Sheet

Tax time is here again! Our 2017 Tax Reference Sheet offers information you'll need to know for 2017, including updates to tax brackets, IRA & pension plan limits, social security tax, and more. Please note, tax laws may...

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Doing Nothing Can Be Better Than Seeking Control - Connecting Quarterly: 3rd Quarter 2016

Dear Friends, My 6-year old son has multiple food allergies. Before he reached the age of one, my wife and I were informed that if he eats even trace amounts of eggs, nuts, mustard, sesame or coconut he...

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Riding the Waves - Connecting Quarterly: 2nd Quarter 2016

Dear Friends, Summer has roughly reached its midpoint, and for my immediate family that means it’s time for our annual beach vacation to Southern California. It’s 10 days when I get to indulge in one of my favorite,...

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Connecting Quarterly: 1st Quarter 2016

Dear Friends, In the mid-1800s, having a child was a remarkably dangerous activity for a woman.  Five out of every 1,000 women died during deliveries performed by midwives or at home.  Even more astounding was the fact that...

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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.