How We Work With You

February 25, 2020

MAXIMIZING TAX-ADVANTAGED GIVING WITH A DONOR-ADVISED FUND (DAF)

February 25, 2020

What Do Clients Come to us For?

February 25, 2020

2023 OUTLOOK

January 17, 2023

By Daniel S. Kern, Managing Director & Chief Investment Officer.

DANIEL KERN VIDEO APPREANCE ON TD AMERITRADE NETWORK

January 12, 2023

Daniel S. Kern, Managing Director & Chief Investment Officer, TFC Financial Management, was recently a guest speaker on the TD Ameritrade Network.

5 INVESTMENT RESOLUTIONS TO MAKE FOR 2023

December 27, 2022

By Daniel S. Kern, Managing Director & Chief Investment Officer, TFC Financial Management.

QUARTERLY COMMENTARY Q4: FOURTH QUARTER REVIEW

January 01, 2022

The bull market in stocks continued in 2021.  There were significant shifts in sentiment and market leadership during the year, with some similarity to the pattern in 2020.  Equities rose…

QUARTERLY COMMENTARY Q3: THIRD QUARTER REVIEW

September 01, 2021

Global equities declined slightly in the third quarter, with September losses a consequence of fears about slowing economic momentum, rising inflation and policy uncertainty.  Global equities, as represented by the…

QUARTERLY COMMENTARY Q2: SECOND QUARTER REVIEW

July 01, 2021

Equities continued to rise in the second quarter amidst optimism about economic growth and Covid-19 containment. Global equities, as represented by the MSCI All Country World Index, rose by 7.4%…