For you and the world
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.
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…
October 31, 2018
A recurring question we address with clients during all phases of planning to ensure financial independence is “How much can I safely withdraw from my portfolio throughout retirement without depleting…
October 05, 2018
As the fall season begins, we would like to provide an update on tax developments since the 2014 filing season to assist in year-end planning.
April 25, 2018
The passage of the Tax Cuts and Jobs Act of 2017 in December introduced changes in the tax treatment of interest paid on certain types of debt for Federal tax…
March 06, 2018
President Trump announced a plan to impose 25% tariffs on imported steel and 10% on imported aluminum, following earlier trade actions targeting imported washing machines and solar panels. We have…
December 22, 2017
The Tax Cuts and Jobs Act of 2017 was signed into law by the president this morning. The legislation includes the most extensive changes to the tax code since 1986.
November 22, 2017
There has been much news recently concerning the proposed tax legislation moving through both the U.S. House and Senate.
November 09, 2016
The American public has spoken in a resounding defeat for the political establishment, electing outsider Donald Trump in a close but decisive election.
August 30, 2016
How Can Grandparents Help Reduce the Burden of Education Costs for Their Grandchildren?
June 24, 2016
Britain’s vote to exit the European Union (EU) may end an era of expanding European integration, creating ripple effects felt throughout the world. After the vote, Prime Minister David Cameron…
May 09, 2016
Donald Trump is the presumptive Republican nominee for President, following the departure of Ted Cruz and John Kasich from an increasingly one-sided race. Although Hillary Clinton has a commanding lead…
January 12, 2016
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…
December 18, 2015
“Stocks are the new bonds,” “just buy index funds,” “ETFs are all that are required,” “use liquid alternatives to modify portfolio price volatility,” “control your currency exposure with hedge funds,”…
August 25, 2015
Temporary Correction or Signal of a Bigger Problem?
July 18, 2015
It is well documented that increased life spans bring great benefits, but introduce health risks and the decline of cognitive ability as well.