VIDEO: What I Wish I Had Known About Money When I Was Younger

February 27, 2024

By Kerri Allen

Financial literacy, or your understanding of how to handle money, is more than just a buzzword. Your future depends on it. In our latest video, Kerri Allen…

If Widowhood Happened Tomorrow, Would You Be Prepared?

October 03, 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 it’s…

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…

TFC FINANCIAL RANKED #11 IN CNBC FA TOP 100—HIGHEST OF ANY NEW ENGLAND FIRM

October 05, 2022

TFC Financial has been selected from more than 38,000 U.S. firms to be named to the prestigious CNBC FA 100 list of top U.S. registered investment advisors (RIAs) in 2022.

3 INVESTING TRUTHS TO LIVE BY (RIGHT NOW AND ALWAYS)

July 15, 2022

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

WHAT ADVISORS, INVESTORS CAN EXPECT IN SECOND HALF OF 2022

July 13, 2022

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

BLOOMBERG BAYSTATE RADIO - INTERVIEW WITH DAN KERN

July 11, 2022

Daniel S. Kern joins Radio News Anchors Tom Moroney, Joe Shortsleeve, Kim Carrigan, Anne Mostue and Janet Wu to give a weekly market update. His talk begins approximately 25 minutes…

DANIEL KERN VIDEO APPEARANCE ON TD AMERITRADE NETWORK

July 07, 2022

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

3 TRENDS PRESSURING 60/40 PORTFOLIOS OVER THE NEXT DECADE

June 16, 2022

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

DANIEL KERN VIDEO APPEARANCE ON CHEDDAR NEWS

June 15, 2022

Daniel S. Kern, Chief Investment Officer, TFC Financial Management, was recently a guest speaker on Cheddar News. 

DANIEL S KERN NOMINATED BY WITH INTELLIGENCE AS A 2022 TRUSTEE OF THE YEAR

May 31, 2022

We congratulate our CIO, Daniel S. Kern, on being nominated by With Intelligence as a 2022 Trustee of the Year finalist for his distinguished financial industry leadership and work on behalf…

BLOOMBERG BAYSTATE RADIO - INTERVIEW WITH DAN KERN

May 20, 2022

Daniel S. Kern joins Radio News Anchors Tom Moroney, Joe Shortsleeve, Kim Carrigan, Janet Wu and Ann Mostue to give a weekly market update. His talk begins approximately 54 minutes…

ECONOMIC AND MARKET OUTLOOK - MAY 12, 2022

May 12, 2022

TFC Webinar - May 12, 2022

DANIEL KERN VIDEO APPEARANCE ON TD AMERITRADE NETWORK

April 18, 2022

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

4 QUESTIONS FOR A MARKET LACKING DIRECTION

April 18, 2022

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

CHUCK JAFFE’S MONEY LIFE SHOW - INTERVIEW WITH DANIEL KERN

April 13, 2022

Daniel S. Kern joins Chuck Jaffee on the Money Life Show to talk about funds and ETFs in the Market Call. His talk begins approximately 33 minutes in.

BLOOMBERG BAYSTATE BUSINESS - PODCAST INTERVIEW WITH DAN KERN

April 08, 2022

Daniel S. Kern joins hosts Tom Moroney, Joe Shortsleeve, Kim Carrigan, Anne Mostue and Janet Wu on the Boston Coffee Expo and Canadian Potatoes Podcast to give a weekly market…

INVESTING WHILE THE FED TIGHTENS AND WAR CONTINUES IN UKRAINE

March 24, 2022

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

DANIEL KERN VIDEO APPEARANCE ON TD AMERITRADE NETWORK

March 17, 2022

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

WHAT’S DRIVING INFLATION AND IS IT SUSTAINABLE?

March 16, 2022

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

WHAT RUSSIA-UKRAINE WAR MEANS FOR INVESTORS AND ADVISORS

March 03, 2022

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

UNILEVER UNDER PRESSURE TO SHOW SUSTAINABILITY FOCUS IS GOOD FOR BUSINESS

February 09, 2022

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

SIX NEW YEAR’S INVESTMENT RESOLUTIONS

January 20, 2022

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

TFC FINANCIAL NAMES VP MICHAEL MEEHAN AS SHAREHOLDER

January 20, 2022

TFC is excited to announce that Michael Meehan, Vice President and Client Advisor, has become the firm's newest shareholder.

Please download the related file below to read the full press…

HOW TO ADJUST YOUR PORTFOLIO FOR 2022

January 11, 2022

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

BLOOMBERG BAYSTATE BUSINESS - INTERVIEW WITH DANIEL KERN

January 03, 2022

Daniel S. Kern joins Radio News Anchors Tom Moroney, Joe Shortsleeve and Kim Carrigan to give a weekly market update. His talk begins approximately 43 minutes in.

HOW TO DISCUSS SRI, ESG AND IMPACT INVESTING WITH YOUR CLIENTS

December 16, 2021

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

HOW TO AVOID COMMON INVESTMENT ERRORS

October 28, 2021

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

‘WALL OF WORRY’ CASTS SHADOW OVER MARKETS IN Q4

October 18, 2021

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

FINANCIAL ADVISORS SHOULD HAVE A SUCCESSION PLAN FOR THEIR FIRMS, BUT MOST DON’T. HERE’S WHY IT MATTERS.

October 08, 2021

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

DIVIDEND-PAYING STOCKS OFFER RETIREMENT INVESTORS INCOME AND POTENTIAL GROWTH

September 27, 2021

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

BLOOMBERG BAYSTATE BUSINESS - INTERVIEW WITH DANIEL KERN

September 27, 2021

Daniel S. Kern joins Radio News Anchors Tom Moroney, Joe Shortsleeve and Anne Mostue to give a weekly market update. His talk begins approximately 53 minutes in.

11 BEST DIVIDEND ETFS TO BUY FOR A DIVERSIFIED PORTFOLIO

September 13, 2021

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

BLOOMBERG BAYSTATE BUSINESS - INTERVIEW WITH DANIEL KERN

August 23, 2021

Daniel S. Kern joins Radio News Anchors Tom Moroney, Kim Carrigan and Joe Shortsleeve to give a weekly market update. His talk begins approximately 26 minutes in.

DON’T GIVE UP ON INVESTING IN CHINA

August 19, 2021

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

3 WAYS TO MANAGE A MARKET IN TRANSITION

July 29, 2021

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

AVOID THESE BEHAVIORAL TRAPS WHEN MARKETS SLUMP

July 27, 2021

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

BLOOMBERG BAYSTATE BUSINESS - INTERVIEW WITH DANIEL KERN

June 28, 2021

Daniel S. Kern joins Radio News Anchors Tom Moroney, Kim Carrigan and Anne Mostue to give a weekly market update. His talk begins approximately 27 minutes in.

DAN KERN’S RECENT APPEARANCE AT HORASIS CONFERENCE

June 18, 2021

During the recent Horasis Organization Global Meeting, our CIO Dan Kern was a featured presenter for the "Rethinking Global Investment Strategies" panel.  You can tun into his panel discussion here.

WITH CORRECTION FEARS RISING, IT’S TIME TO EXPLORE UNDERAPPRECIATED, LOW VOLATILITY, AND QUALITY STOCKS

May 27, 2021

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

A STOCK MARKET OUTLOOK FOR THE SECOND QUARTER

April 29, 2021

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

MARKET IMPLICATIONS OF THE AMERICAN RESCUE PLAN

April 16, 2021

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

CHINA’S REVAMP OF ANT DENTS INVESTOR APPETITE FOR IPO REVIVAL

April 13, 2021

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

BLOOMBERG BAYSTATE BUSINESS - INTERVIEW WITH DANIEL KERN

March 26, 2021

Daniel S. Kern joins Radio News Anchors Joe Shortsleeve, Janet Wu and Denise Pellegrini to give a weekly market update. His talk begins approximately 35 minutes in.

ECONOMIC AND MARKET OUTLOOK - MARCH 25, 2021

March 25, 2021

TFC Webinar - March 25, 2021

ADVISORS SHOULD GO BEYOND THE ‘EASY’ BUTTON

March 11, 2021

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

SAUDI ARABIA BONDS, STOCKS TAKE U.S. SANCTIONS MOSTLY IN STRIDE

February 26, 2021

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

‘WHAT ELSE AM I GOING TO DO?’ HOW COVID-19 IS SENDING MANY RETIREES BACK TO WORK

February 11, 2021

Michael Meehan, Vice President & Client Advisor, TFC Financial Management, is quoted in an article. 

BLOOMBERG BAYSTATE BUSINESS - INTERVIEW WITH DANIEL KERN

February 05, 2021

Daniel S. Kern joins Radio News Anchors Tom Moroney, Joe Shortsleeve and Janet Wu to give a weekly market update. His talk begins approximately 31 minutes in.

STOCK MARKET TODAY: MARKET REBOUNDS, BUT MANY RETAIL INVESTORS ARE ROILED

January 28, 2021

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

A FIGHT IS RAGING IN THE STOCK MARKET: SHOULD YOU WORRY ABOUT YOUR 401(K)?

January 28, 2021

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

A REAL LIFE ROBINHOOD STORY (ONE THAT MIGHT NOT END WELL)

January 28, 2021

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

4 TIPS TO GUIDE YOUR INVESTMENTS IN 2021

January 26, 2021

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

5 CONSIDERATIONS FOR A 2021 INVESTMENT STRATEGY

January 19, 2021

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

WHAT BIDEN’S ELECTION, VACCINE PROGRESS MEAN FOR STOCKS

November 17, 2020

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

BLOOMBERG BAYSTATE BUSINESS - INTERVIEW WITH DANIEL KERN

November 13, 2020

Daniel S. Kern joins Radio News Anchors Tom Moroney, Joe Shortsleeve and Kim Carrigan to give a weekly market update. His talk begins approximately 35 minutes in.

HOW ELECTION 2020 COULD IMPACT EQUITIES

November 02, 2020

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

IS THE REAL ESTATE MARKET GOING TO CRASH?

October 23, 2020

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

SAY IT AIN’T SO JOE - HOW BIDEN PRESIDENCY COULD AFFECT YOUR INVESTMENTS

October 21, 2020

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

ECONOMIC AND MARKET OUTLOOK - OCTOBER 5, 2020

October 05, 2020

BLOOMBERG BAYSTATE BUSINESS - INTERVIEW WITH DANIEL KERN

October 02, 2020

Daniel S. Kern joins Radio News Anchors Tom Moroney, Joe Shortsleeve and Kim Carrigan to give a weekly market update. His talk begins approximately 31 minutes in.

DANIEL S. KERN CHOSEN TO PRESENT AT HORASIS EXTRAORDINARY MEETING

September 21, 2020

Daniel S. Kern, Chief Investment Officer, TFC Financial Management, has been selected to present at Horasis Extraordinary Meeting international virtual event on October 1st with Gina Chon and top U.S. and…

ARE TECHNOLOGY STOCKS HEADED FOR A FALL?

August 24, 2020

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

BLOOMBERG BAYSTATE BUSINESS - INTERVIEW WITH DANIEL KERN

August 14, 2020

Daniel S. Kern joins Radio News Anchors Tom Moroney, Joe Shortsleeve and Kim Carrigan to give a weekly market update. His talk begins approximately 35 minutes in.

EUROPE MAY FINALLY BE COMPELLING FOR INVESTMENTS

August 04, 2020

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

5 REASONS TO CONSIDER INVESTING IN EUROPE AND JAPAN

August 03, 2020

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

ECONOMIC AND MARKET OUTLOOK - JULY 23, 2020

July 23, 2020

5 FACTORS INFLUENCING THE STOCK MARKET

July 03, 2020

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

ECONOMIC AND MARKET OUTLOOK - JUNE 10, 2020

June 10, 2020

What’s Next for Equity Markets?

May 06, 2020

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

ECONOMIC AND MARKET OUTLOOK - APRIL 16, 2020

April 16, 2020

COVID-19 RELIEF BILL IS GOOD NEWS FOR INVESTORS

March 31, 2020

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

HOW TO TAKE ADVANTAGE OF STOCK MARKET VOLATILITY

March 20, 2020

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

TOO SCARED TO LOOK AT YOUR RETIREMENT ACCOUNT? YOU’RE NOT ALONE.

March 19, 2020

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

CORONAVIRUS HIKES UNCERTAINTY FOR INVESTORS

March 17, 2020

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

BLOOMBERG BAYSTATE BUSINESS - INTERVIEW WITH DANIEL KERN

February 21, 2020

Daniel S. Kern joins Radio News Anchors Tom Moroney, Joe Shortsleeve and Kim Carrigan to talk about the Coronavirus and the U.S. Elections. His talk begins at approximately the 22 minute point of…

WHAT’S NEXT FOR THE STOCK MARKET? HERE’S WHAT YOU NEED TO KNOW.

January 12, 2020

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

ARE INVESTORS OVERLY OPTIMISTIC ABOUT 2020?

January 10, 2020

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

6 NEW YEAR’S INVESTMENT RESOLUTIONS

January 10, 2020

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

5 smart pieces of investing advice financial planners will tell you for free

December 23, 2019

Renee Kwok, President & CEO, TFC Financial Management, is quoted in an article.

6 Questions to Ask When Creating ESG Portfolios

December 19, 2019

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

A Tale of 2 Decembers for Investors

December 17, 2019

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

Don’t Wait Until There’s a Crisis to Hire An Advisor

October 25, 2019

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

7 Best Socially Responsible Mutual Funds

October 23, 2019

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