TFC

In The News

7 TIPS FOR INVESTORS TO PAY LESS TAX

February 20, 2019

Daniel S. Kern, Chief Investment Officer, TFC Financial Management is quoted in an article

TFC FINANCIAL CHARITABLE FOUNDATION, INC. MAKES INAUGURAL GRANTS

February 12, 2019

New TFC Financial Charitable Foundation, Inc. makes inaugural grants to The Work Force and uAspire to support college-bound students with financial planning

6 GREAT RESOLUTIONS FOR INVESTORS

January 22, 2019

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

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Quarterly Insights

QUARTERLY COMMENTARY Q4: FOURTH QUARTER REVIEW

January 01, 2019

Sentiment turned sharply negative in the 4th quarter, setting the stage for 2018 to conclude with near double-digit losses for global equities. The market downturn was in sharp contrast to…

QUARTERLY COMMENTARY Q3: THIRD QUARTER REVIEW

October 01, 2018

Second quarter U.S. GDP growth of more than 4% was the second-strongest since 2014, setting the stage for a third quarter dominated by U.S. equities. U.S. companies reported strong earnings…

QUARTERLY COMMENTARY Q2: SECOND QUARTER REVIEW

July 01, 2018

Markets during the second quarter were seemingly caught in a “tug of war” between optimism and pessimism, as global equities struggled to break out of a trading range. Enthusiasm about…

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Ideas

Preparing for Cognitive Impairment: Three Items You Can’t Do Without

August 15, 2018

The way in which families interact changes as life progresses – especially for those who are caring for their children, their parents, and themselves. Managing the immediate needs while keeping…

TFC FINANCIAL LAUNCHES CHARITABLE FOUNDATION

March 20, 2018

BOSTON (March 20, 2018) – TFC Financial, a Boston-based Registered Investment Advisor, has launched the TFC Financial Charitable Foundation, to express the firm’s values and advance its commitment to promoting…

ADVISERS EXPECT CANDOR AND CLARITY FROM NEW FED CHAIRMAN

February 09, 2018

Daniel S. Kern, Chief Investment Officer, TFC Financial Management is quoted in article

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White Papers

Artificial Intelligence

November 03, 2016

Ideas (technologies) that seem unthinkable to a present generation often become conventional with time. Artificial Intelligence (AI), the idea that computers will eventually replicate humans as sensory beings is one…

Responsible Investing

December 09, 2015

Responsible investing is any investment strategy which seeks to consider both financial return and social good. There are a wide variety of terms used, sometimes interchangeably, by proponents for responsible…

Background on TFC’s International Allocation

September 15, 2015

We occasionally receive questions on how our portfolio allocations change over time and what parameters go into making those changes. This paper seeks to address the U.S./international allocation decision for…

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Market Updates

TFC FINANCIAL MARKET UPDATE: JANUARY 3, 2019:

January 03, 2019

In response to the turbulent end to 2018, we are deviating from our normal publications schedule to provide you TFC's market outlook for 2019.

TFC FINANCIAL PLANNING UPDATE: NOVEMBER 2018 TAX UPDATE

November 16, 2018

The 2017 Tax Cuts and Jobs Act went into effect on January 1, 2018. While much has been written on the changes to our tax code for 2018 since the…

TFC MARKET UPDATE: SOCIAL SECURITY AND INCOME TAX UPDATE

October 31, 2018

For those born on or before April 30, 1950 (defined by the Social Security Administration as having reached Full Retirement Age by the end of April 2016) who are not…

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TFC Expertise