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...

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...

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...

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...

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...

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...