As you work with your CERTIFIED FINANCIAL PLANNER™ professional on your estate planning goals, you may be wondering if a revocable trust is right for you. Revocable trusts can allow your assets [...]
We all worry about money. Whether you worry about how to pay your bills next month or about estate and tax planning, we all have has some concern about how to best use the money we have. With [...]
As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the price movement of the S&P 500 [...]
Key Questions for the Long-Term Investor Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the [...]
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an [...]
Early October marks the 10-year anniversary of the S&P 500 Index reaching its all-time high before losing more than half its value over the next year and a half during the global financial [...]
Should stock investors worry about changes in interest rates? Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable. It follows that an [...]
One of the many “value added” services we provide to our Wealth Management clients is year-end tax planning. We look for opportunities to make strategic moves before the end of the tax year that [...]
This article was featured in the Personal Finance section of El Nuevo Herald on Sunday, February 28, 2016. The article highlights the many reasons why we at TFA strongly urge both partners in a [...]
This article was featured in the Personal Finance section of the El Nuevo Herald on Sunday, January 17, 2016. The link to the published article can be found at the bottom of this post. A [...]
