TFC Expertise

At TFC, our team of expert financial advisors and investment professionals possesses a wealth of knowledge. Through our quarterly updates, topical videos, and engaging blogs, we share our advisors' expertise with our clients, keeping them informed about the latest trends, strategies, and market developments.


Videos


Quarterly Commentaries

2024 Q3 Quarterly Commentary

October 15, 2024

By Renee Kwok and Brian Presti

Third Quarter CommentaryThe path to higher asset prices during the third quarter was eventful and at times dramatic. An historic spike in…

2024 Q2 Quarterly Commentary

July 15, 2024

By Renee Kwok and Brian Presti

2024 Q1 Quarterly Commentary

April 15, 2024

By Renee Kwok and Brian Presti


TFC Insights

Mixing Politics with Investing: Proceed with Caution

October 31, 2024

By Brian Presti

January 20, 2017. Chief Justice John G. Roberts, Jr. has just administered the presidential oath of office to Donald Trump. Trump is now officially…

Untying the Knot: Your Guide to the First Steps of Divorce

October 25, 2024

By Toni Grimm

By Toni Grimm, CFP®, CDFA® The divorce process is daunting, emotionally taxing and full of unknowns. You can’t predict everything that’s…

If Widowhood Happened Tomorrow, Would You Be Prepared?

October 3, 2023

By Jane Taubner Barney

While we tend to focus on building wealth and preparing for the future, there’s a significant life event that can often be left unaddressed until…