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

Maximizing Social Security: 3 Smart Strategies for Single, Divorced, and Widowed Women

August 03, 2023

TFC MARKET UPDATE - DEBT CEILING

May 25, 2023

Treasury Secretary Janet Yellen has repeatedly warned Congress that June 1st is the “hard deadline” to raise the debt ceiling to avoid default. With the deadline looming, anxiety and volatility…

TFC MARKET UPDATE - SILICON VALLEY BANK

March 15, 2023

The sudden failure of Silicon Valley Bank offers an excellent opportunity to reflect on current central bank policy and to share our economic outlook and market expectations for 2023. We…

2023 Q2 QUARTERLY COMMENTARY

July 01, 2023

During the first half of the year, equity markets shrugged off persistent recession fears, the failure of several large regional banks, a debt ceiling battle, and the continuation of the…

2022 Q4 QUARTERLY COMMENTARY

January 01, 2023

2022 was a year to forget for investors. U.S. equities had the worst year since 2008, U.S. bonds the worst year since the 1970s. Stocks and bonds both provided negative…

2022 Q3 QUARTERLY COMMENTARY

October 01, 2022

The short-lived summer market rally faded in September, with stocks and bonds finishing with negative returns for the quarter and returning to bear market territory for the year. Concerns that…