Numbers and Narratives: Q3 2026
Q3 2026 – This quarterly series is designed to provide perspective and keep you informed on global markets and economic conditions. Like previous quarters, this update is paired with a short video, so you can engage with the content in the way that works best for you.
Women, Wealth & What Comes Next
On this episode, Brady and co-host Stephanie Smith-Tremoulis sit down with January Donovan, founder of The Woman School and mother of eight. January explains why information alone isn't enough, and how intentional formation helps women manage money with confidence at every level and in every season of life.
5,000 Subscribers and Growing: Expanding the Wealth and Purpose Conversation
5,000 subscribers. More conversations. More impact. Through The Wealth and Purpose Podcast, market commentary and more, our TFO Wealth Partners YouTube channel is helping us reach more families with ideas and conversations designed to connect their wealth and purpose.
The Role of Bonds in a Portfolio
A great deal is being written about bonds and interest rates, and most of it comes back to the same three concerns: government debt, corporate borrowing, and inflation. Each is real, and each could influence where interest rates go from here.
He was given less than a 1% chance to live. Here’s what he learned.
In this episode of the Wealth and Purpose Podcast, Brady Fineske speaks with John O'Leary, two-time number one national bestselling author of On Fire and In Awe, and his story has also become the feature film Soul on Fire.
Worth Noting: All-Time Highs Are Not a Warning Sign
Records feel like a reason to wait, sell, or second-guess staying invested. Since 1950, investing at an all-time high has produced returns as good as or better than investing on any other day. Worth Noting, a new series from our CIO Matt Sheridan on the topics worth a closer look.
Megan Cameron Named to Family Wealth Alliance’s 2026 Young Professionals Awards
We're proud to share that Megan Cameron, Family Wealth Strategist and Partner, has been named a 2026 Alliance Young Professionals Award winner by the Family Wealth Alliance.
Neither the firm nor its employees paid a fee for placement on Young Professionals Award 2026. The ranking was developed by Family Wealth Alliance and the data provided was as of 12/31/2025. The ranking was released on July 22, 2026.
The Danger of Believing You’ve Arrived
In this episode of the Wealth and Purpose Podcast, Brady Fineske speaks with Ryan Hawk, host of The Learning Leader Show, about his new book The Price of Becoming. Ryan shares what 650 conversations with world class leaders taught him about curiosity, consistency, and why believing you have arrived is one of the most dangerous mindsets in leadership.
TFO Wealth Partners Named to FA Magazine’s List of America’s Top RIAs for 9th Consecutive Year
We're honored to share that TFO Wealth Partners has been named to Financial Advisor Magazine's 2026 RIA Survey & Rankings list!
Neither the firm nor its employees paid a fee for placement on FA’s 2026 RIA Survey & Rankings List. The ranking was developed by Financial Advisor, and the data was as of 12/31/2025. The ranking was released on 07/10/2026.
TFO Wealth Partners Earns Dual Recognition on AdvisorHub’s 1000 Advisors to Watch List
TFO Wealth Partners is pleased to announce that two members of our leadership team have been recognized on AdvisorHub's 1000 Advisors to Watch list
Neither the firm nor its employees paid a fee for placement on AdvisorHub’s 2026 Advisors to Watch List. The ranking was developed by AdvisorHub and the data provided was as of December 31, 2025. The ranking was released on June 16, 2026.
Don’t Wait. Write The One Letter That Changes Everything
In this episode of the Wealth and Purpose Podcast, Brady and Blake walk through the story behind the Legacy Letter, how Blake turned one of the worst days of his life into a movement helping families across the country. They talk about what makes a letter like this so powerful, why most parents never write one, and what gets in the way when they try.
America at 250: How a Nation Funded Itself
In this article, Matt Sheridan provides insight on how the history of America’s capital markets is about much more than stocks and bonds.
The Secret the World’s Best Families Already Know
In this episode of the Wealth and Purpose Podcast, Brady Fineske speaks with Scott Donnell, founder of Fig and Eagle and author of Value Creation Kids, to unpack the C4 Framework, a proven system for raising connected, courageous, values-driven, and capable kids. Scott shares practical tools for parents and grandparents at every stage, from the Gigs Method and Brain Gigs to the Core Word Method and the family FUMES reward system.
Your Home Is The New Cyber Battleground
In this episode of the Wealth and Purpose Podcast, Brady Fineske speaks with Dr. Chris Pierson, founder and CEO of BlackCloak, about why successful families have become the most targeted group in cybercrime and what you can do about it. From AI-powered voice clones to hacked Gmail accounts that unlock an entire financial life, Dr. Pierson reveals the threats hiding in plain sight and offers practical, immediate steps to protect yourself and the people you love.
What Happens When You Get What You Want?
In this episode, we sit down with Dr. Rick Eigenbrod, author of What Happens When You Get What You Want, for a fascinating conversation on what actually happens after achieving significant success — and why so many high achievers find themselves feeling lost once they finally reach the finish line.
The Parent’s Playbook for Online Safety: Protecting Your Kids in a Tech-Driven World
In this article, Megan Cameron shares practical tips to help parents keep their kids safe online. Read and share this guide to help protect your family in a tech-driven world.
The Gift of Wealth: How to Thoughtfully Share Financial Blessings with Family
In this article, Tad Sobieszczanski discusses how gifting money to loved ones can be meaningful—but it also requires thoughtful planning.
Two TFO Family Wealth Strategists Named to Forbes 2026 Best-in-State Wealth Advisors List
TFO Wealth Partners is thrilled that two of its Family Wealth Strategists were named to the Forbes Best-in-State Wealth Advisors list for 2026. While we cannot name the specific advisers to make the list, we believe this recognition reinforces our commitment to helping our clients connect their wealth and purpose. These individual recognitions aren’t possible without the hard work and diligence of our team.
Neither the firm nor its employees paid a fee for placement on Forbes 2026 Best-in-State Wealth Advisors List. The ranking was developed by Shook® Research, LLC and the data provided was as of 06/30/2025. The ranking was released on 04/07/2026.
Discipline Is the Strategy: Why Long-Term Investors Benefit From Doing Less
In this episode, we sit down with Gerard O’Reilly, Co-CEO and Co-Chief Investment Officer at Dimensional Fund Advisors, for a timely conversation on how investors can navigate uncertainty while staying focused on what matters most. Gerard explores what truly drives long-term investment outcomes, and how discipline, structure, and a clear plan can help investors avoid costly mistakes along the way.
Numbers and Narratives: Q1 2026
In this Q1 2026 edition of Numbers and Narratives, TFO Wealth Partners Chief Investment Officer, Matt Sheridan, shares his perspective on why markets and headlines appear to be back in sync, and what that really means, the rapid shift in the AI narrative, from hype to disruption, how the Iran conflict reshaped oil, rates, and global markets, why this year’s market pullback may feel worse than it actually is, and what investors might be missing beneath the surface of recent returns.
Trump Accounts: What They Are, How They Work, and Whether They’re Right for Your Family
“Trump Accounts” are designed to help families start long-term, tax-deferred investing for children, potentially beginning at birth. But like any planning tool, the key is understanding how it fits alongside your existing strategy. Joe Krebs, TFO Family Wealth Associate, has put together a simple guide to walk through
Money Is a Tool. But Too Often, We Turn It Into a Scorecard
In this episode, Brady Fineske sits down with New York Times Bestselling author Morgan Housel to explore key lessons from two of his most celebrated books, The Psychology of Money and The Art of Spending Money. Morgan shares how our personal histories shape our financial behaviors, why knowing what "enough" means is the ultimate financial advantage, and how the way we spend money can either trap us or set us free.
Squeezed in the Middle: A New Season, A New Role
The first article, “A New Season, A New Role,” explores this quiet transition and what it means for families navigating multiple generations at once.
Why Giving Away Money Is Harder Than You Might Think
In this article, Brady Fineske explores how clarity, defined priorities, and aligned values can turn charitable giving from an obligation into a source of connection and joy. A thoughtful read for anyone who wants their giving to feel more intentional.
Travel Done Well: Creating Memory Dividends Through Intentional Family Travel
In this episode, Janet Semenova, Co-Founder of Boutique Travel Advisors, explores how intentional travel can create lasting family memories and become one of the most meaningful investments families can make. Janet shares how to build a travel roadmap aligned with life stage, how to keep family trips from becoming stress-filled checklists, and why the best moments often come from the unexpected. She also covers practical tips on planning ahead, logistics, and bucket list destinations trending in 2026.
Geopolitical Uncertainty & Your Portfolio
Recent developments in the Middle East are understandably unsettling. No one can tell you with certainty how this unfolds, particularly if additional countries become involved. As with any shock, the range of potential outcomes has widened materially.
Wealth and Wellness: The Overlooked Connection Between Health and Financial Fulfillment
This article from Bruce Cartwright explores how families can connect wealth, wellness, and purpose—and how the TFO Fulfillment Index can help you measure what matters most.
Mastering Life Transitions: From Setbacks to Purpose-Driven Living with Bruce Feiler
In this episode, we welcomed back seven-time New York Times bestselling author and renowned storyteller Bruce Feiler for an inspiring conversation about navigating life’s transitions, what he calls "lifequakes."
Why Your Estate Plan Deserves a Second Look with Donald Scott
In this episode, Brady Fineske, CFP®, welcomes Donald Scott, Director of Estate Planning at TFO Wealth Partners and Director and Vice President of TFO Trust Company. Together, they explore how to approach your estate plan with clarity, flexibility, and purpose, whether you're updating an old binder or building a family legacy from scratch.
TFO Wealth Partners Recognized as a 2026 Toledo Top Workplace
We’re honored to be named a Toledo Top Workplace. This recognition matters to us because it’s based on feedback from our team—the people who bring our culture to life every day. We’re incredibly grateful for their commitment, collaboration, and shared purpose. This award belongs to them.
2025 Market Recap and Key Investment Reminders for 2026
In our latest episode with Matt Sheridan, Chief Investment Officer here at TFO Wealth Partners, who has spent 17 years leading investment strategy and portfolio construction across the advisory landscape. Matt shares insights on navigating all-time highs, understanding intra-year market swings, and asking the critical question: What evidence do you have that your investment strategy is built to last through uncertainty?
From Career to Purpose: Preparing for the Emotional Side of Retirement
Retirement is more than a financial milestone—it’s an emotional transition. Discover how to navigate this new chapter with clarity, purpose, and fulfillment.
Q4 2025: A New Quarterly Look Past Market Headlines with Matt Sheridan
In this Q4 2025 edition of Numbers and Narratives, TFO Wealth Partners Chief Investment Officer, Matt Sheridan, shares his perspective on how diversified portfolios are benefiting from a broader mix of return drivers, the longest government shutdown in history, an update on today’s market concentration — and why context matters, the AI-driven bubble narrative, and the disconnect between markets and consumer sentiment.
Simplify Your 2026 Tax Planning: Download Our New Tax Reference Guide
Our 2026 Tax Reference Guide is now available. This resource is being provided to allow you quick access to tax-related data points that may impact you over the 2025 tax year.
Raising Resilient Heirs: John Cunningham on Teaching Values Beyond Wealth Through the “Four R” Framework
In this episode, host Brady Fineske speaks with executive coach and former psychotherapist John Cunningham, M.A., about helping families build resilience and purpose across generations. John explains how to prevent “inheritance waiters,” how to guide children through transitions, and how to measure maturity through his “Four R’s” framework.
How to Build the Integrated Wealth Team Your Family Deserves
Chris Erblich shares what defines a real wealth team—clear communication, no hidden incentives—and why the right team matters.
TFO Wealth Partners Named to Financial Planning’s 2025 RIA Leaders List Top 150 Fee-Only RIAs
TFO Wealth Partners has been named to Financial Planning’s 2025 RIA Leaders list of the top 150 fee-only advisory firms across the country.
Neither the firm nor its employees paid a fee for placement on RIA Leaders 2025 Top 150 Fee-Only RIAs. The ranking was developed by COMPLY and the data provided was as of December 31, 2024. The ranking was released on November 18th, 2025.
2025 Year-End Planning: Control The Things You Can
As we head for the year’s home stretch, there is a host of planning items you should consider as well as some general information you should be aware of for the coming year. Read our year-end planning considerations checklist.
The Seven Disciplines of Families Who Pass on More Than Money with David York
You’ll hear why the best wealth transfer plans start with values, not spreadsheets, and how tools like COREnology are helping families measure culture, not just cash flow.
Leadership Lessons That Last: Building Trust, Values, and Legacy
General Frost’s insights are a must-hear for anyone seeking to lead with clarity, strengthen family legacy, or create a culture of trust in business and at home.
Introducing ‘Numbers and Narratives’: A New Quarterly Look Past Market Headlines with Matt Sheridan
We’re excited to introduce Numbers and Narratives — A Quarterly Look Past Market Headlines from TFO Wealth Partners. Each quarter, our Chief Investment Officer Matt Sheridan shares simple visuals, key takeaways, and a brief video to help you stay informed on the markets and economy — without all the noise.
TFO Wealth Partners Once Again Named One of America’s Top RIA Firms by Forbes/Shook
TFO Wealth Partners is thrilled to having been named once again as one of America’s Top RIA Firms by Forbes/Shook for 2025. We congratulate our team who help make these accolades possible and to all of the others firms named to this year’s list.
Neither the firm nor its employees paid a fee for placement on Forbes Top RIA Firms 2025 List. The ranking was developed by Shook ® Research, LLC and the data provided was as of March 31, 2025. The ranking was released on October 1st, 2025.
A Quick Perspective on the Government Shutdown
As of early Wednesday, government funding has lapsed after lawmakers and the White House failed to reach a spending deal. This has triggered a shutdown that will pause certain federal services and likely furlough a large number of federal employees.
Who’s Your Trustee? Why It Matters More Than You Think
In this episode, Donald shares how trustees juggle administrative, investment, and distribution duties and why “not knowing what you don’t know” can be a costly mistake.
Why Great Families Are Built, Not Born: Lessons from Bruce Feiler
In this episode, Feiler shares how a single family meeting transformed his household—and later, his three-generation family business. The power of structure, the stories that strengthen resilience, and the role of rituals over rules.
Why 90% of Wealth Disappears, and the Question That Changes Everything
In this episode, we explore why 90% of families lose their wealth within three generations—and what the 10% do differently. From legacy letters to banana peels to reflections on time, we see how families can pass down meaning, not just money.
Why Wealth Without Purpose Falls Short: Lessons from the Families Who Live It
Money without meaning leads to a disconnect, and too often, that’s the story of high-net-worth families. In the first episode of The Wealth and Purpose Podcast, Brady Fineske, CFP®, opens up about what truly drives his mission: helping families bridge the gap between financial success and emotional fulfillment.
Introducing The Wealth and Purpose Podcast: Now Streaming
We’re proud to officially announce the launch of our podcast, hosted by TFO President Brady Fineske. This show was created for families and business owners who want to make the most of what they’ve built—not just financially, but personally and generationally.
Balancing Family Preferences and Needs When Securing a Second Home
A second home is more than an investment—it’s a place to create memories and build a legacy. Thoughtful planning can help balance family preferences, align with your values, and ensure it becomes a source of joy for generations.
TFO Wealth Partners Named to FA Magazine’s List of America’s Top RIAs for 8th Consecutive Year
We’re honored to share that TFO Wealth Partners has been named to Financial Advisor Magazine’s 2025 RIA Survey & Rankings list! This recognition reflects our unwavering commitment to helping families thrive by connecting their wealth and purpose. Thank you to our clients and team for being part of this journey.
Neither the firm nor its employees paid a fee for placement on FA’s 2025 RIA Ranking list. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/2024. The ranking was released on 07/11/2025.
Should You Treat Your Kids Equally In Your Will? Finding the Right Balance Between Equal and Fair
Should you treat your children equally in your will? It’s one of the toughest—and most personal—questions families face during estate planning. Equal may seem fair, but sometimes fairness requires a deeper look at each child’s unique circumstances. In our latest article, we explore the emotional and practical considerations behind this important decision.
The One Big Beautiful Bill Act (OBBBA): What Families and Business Owners Need to Know
The One Big Beautiful Bill Act (OBBBA) is reshaping the financial landscape for families and business owners alike. See our summary and key planning takeaways.
Don’t Let the Noise Distract You: Four Charts That Matter with Matthew Sheridan
Worried about the markets? You’re not alone. In this informative video, TFO Wealth Partners Chief Investment Officer, Matthew Sheridan, shares 4 charts that every long-term investor should see.
Brady Fineske Recognized Among Top Advisors in the Country by AdvisorHub
We’re pleased to share that Brady Fineske, President of TFO Wealth Partners, has been named to AdvisorHub’s 2025 “1,000 Advisors to Watch” list, ranking #8 in the RIA category.
Neither the firm nor its employees paid a fee for placement on AdvisorHub’s 2025 Advisors to Watch List. The ranking was developed by AdvisorHub and the data provided was as of December 31, 2024. The ranking was released on June 12, 2025.
Balancing Retirement and Caregiving: How to Budget for Both
Retirement is a time to enjoy the fruits of your labor—but what happens when you also need to care for aging parents? Navigating both can be challenging, but with the right financial strategies and emotional support, it’s possible to balance both your retirement goals and caregiving responsibilities.
The Ultimate Downsizing Checklist: Simplifying Your Next Chapter
Check out our latest article that offers a step-by-step checklist to help you simplify the process—from defining your goals to finding the perfect new space. Get expert tips and guidance to make your transition smoother.
TFO Wealth Partners Has Been Named an RIA Team of the Year
We are proud to announce that TFO Wealth Partners has been named an RIA Team of the Year (10 or more Advisors) category for the 2025 InvestmentNews Awards.
Neither the firm nor its employees paid a fee for placement on InvestmentNews RIA Team of the Year. The ranking was developed by InvestmentNews Awards and the data provided was as of February 7, 2025. The ranking was released on April 29, 2025.
Building Wealthy Habits: Six Books for Guiding Your Kids to Financial Freedom
Check out our latest article “Building Wealthy Habits: Six Books for Guiding Your Kids to Financial Freedom” that highlights six impactful books that can help parents guide their children toward financial independence.
TFO Family Wealth Strategist Named to Forbes 2025 Best-in-State Wealth Advisors List
TFO Wealth Partners is thrilled to one of its Family Wealth Strategists named to Forbes Best-in-State Wealth Advisors list for 2025. While we cannot name the specific advisor to make the list, we believe this recognition reinforces our commitment to helping our clients connect their wealth and purpose. These individual recognitions aren’t possible without the hard work and diligence of our team.
Neither the firm nor its employees paid a fee for placement on Forbes 2025 Best-in-State Wealth Advisors List. The ranking was developed by Shook® Research, LLC and the data provided was as of 06/30/2024. The ranking was released on 04/08/2025.
Chris Winters Named to PLANADVISER’s 2025 Top Retirement Plan Advisers List
We are proud to announce that Chris Winters, TFO Wealth Partners' Director of Retirement Plan Services, has been recognized as one of PLANADVISER’s 2025 Top Retirement Plan Advisers.
Neither the firm nor its employees paid a fee for placement on PLANADVISER Top Retirement Plan Advisers List. The ranking was developed by PLANADVISER and the data provided was as of December 31, 2024. The ranking was released on March 21, 2025.
Perspective on the Headlines: Staying the Course
Markets are moving - and so are the headlines. But volatility isn’t new. This chart shows how often the S&P 500 has experienced corrections since 1950. Market pullbacks are normal, and they’ve always been part of the journey to long-term growth. Discomfort and uncertainty are the price of admission - and why staying the course matters.
Nine Technology Trends for Enhanced Travel Experiences
Check out our latest article “Nine Technology Trends for Enhanced Travel Experiences” to maximize fun and efficiency on your next trip.
Brady Fineske Recognized as a Barron’s Top 1,200 Financial Advisor
We’re proud to share that Brady Fineske, TFO Wealth Partners President and Lead Strategist, has once again been named to Barron’s Top 1,200 Financial Advisors list for 2025! This is the third consecutive year of Brady being recognized on this list. We believe this is a reflection of his dedication to helping families thrive by connecting their wealth and purpose.
Neither the firm nor its employees paid a fee for placement on Barron’s America’s Top 1,200 Financial Advisors List. The ranking was developed by Barron’s, and the data provided was as of September 30, 2024. The ranking was released on March 07, 2025.
Update on Beneficial Ownership Reporting – New Deadline Announced
We’ve been keeping you informed about the evolving requirements surrounding the Corporate Transparency Act (CTA), and we wanted to provide the latest update. On February 17, a federal district court judge in Texas lifted that suspension, officially reinstating the reporting requirement.
Brady Joins the Managing Your Practice Podcast
TFO Wealth Partners President Brady Fineske visited with Dimensional Fund Advisor’s Catherine Williams on the “Managing Your Practice” Podcast. Brady offered his insight and experience for the advisor community on the important connection between health and wealth and touched on a few of the TFO tools we’ve built to ‘be more’ and make meaningful impact for our client families.
Evaluating the Readiness of Family Members To Join or Take Over the Family Business
Evaluating the readiness of your children or family members to join or take over the business is one of the most important decisions you’ll make. This article explores how to assess their passion, skills, leadership potential, and alignment with your family values to ensure a smooth and successful transition.
Location, Location, Location: Choosing the Right Area For Your Second Home
For many high-net-worth families, purchasing a second home is more than a real estate transaction—it’s an investment in lifestyle, legacy, and long-term value. Here's what you need to consider when choosing the perfect area for your second home.
Simplify Your 2025 Tax Planning: Download Our New Tax Reference Guide
Our 2025 Tax Reference Guide is now available. This resource is being provided to allow you quick access to tax-related data points that may impact you over the 2025 tax year.
Welcoming a Son- or Daughter-in-Law Into the Family Wealth Conversation
Bringing a son- or daughter-in-law into your family's financial discussions is a big step. How do you share your family’s values, decide what information to disclose, and set clear roles in the conversation? Thoughtful planning is key to building trust and preserving your legacy.
2024 Year-End Planning: Control The Things You Can
As we head for the year’s home stretch, there is a host of planning items you should consider as well as some general information you should be aware of for the coming year. Read our year-end planning considerations checklist.
2024 Young Professionals Award by the Family Wealth Alliance
We are thrilled to announce that Bruce Cartwright, TFO Wealth Partners Family Wealth Strategist, has been honored with the Young Professionals Award 2024 by the Family Wealth Alliance. Congratulations, Bruce, and well deserved!
Neither the firm nor its employees paid a fee for placement on Young Professionals Award 2024. The ranking was developed by Family Wealth Alliance and the data provided was as of 12/31/2023. The ranking was released on October 23, 2024.
Markets and Elections Part 6: Recap and Conclusions
As we said in the beginning, a picture is worth a thousand words, and when it comes to the impact of Presidential elections on markets and your portfolio (or lack thereof) below is a quick infographic we've created to recap our series along with a final conclusion.
Markets and Elections Part 5: Markets Have Rewarded Long-Term Investors Regardless of Which Party Controls Congress
In the last part of our series, we displayed how markets have risen regardless of who is President. The same is true over time regardless of which party controls congress.
TFO Wealth Partners Named Once Again to Forbes’ America’s Top RIA Firms List for 2024
TFO Wealth Partners is thrilled to have once again be named as one of the top RIA firms in the country by Forbes/Shook for 2024. It is always an honor to be recognized for the work we do towards our mission of helping families thrive by connecting their wealth and purpose. Congratulations to our team and all the other firms recognized on this list!
Neither the firm nor its employees paid a fee for placement on Forbes Top RIA Firms 2024 List. The ranking was developed by Shook ® Research, LLC and the data provided was as of 3/31/24. The ranking was released on October 8th, 2024.
Markets and Elections Part 4: Markets Have Rewarded Long-Term Investors Regardless of Who Is President
Markets and Elections Part 4 - It’s common for investors to seek a link between presidential election outcomes and stock market performance. However, nearly a century of data shows that stocks have generally risen regardless of who is President.
InvestmentNews Feature Highlights What Makes TFO Wealth Partners Different
Recently, TFO Wealth Partners' Brady Fineske sat down with InvestmentNews to discuss our firm's mission of helping families connect wealth and purpose and a core value of our of 'being more' for our clients. Brady expanded on our holistic approach to touching all parts of our client's financial life, the proprietary solutions we've built to help them live the life they want, and our people and culture that help drive all that we do.
Markets and Elections Part 3: Annualized Returns During U.S. Presidential Terms
Markets and Elections Part 3 - You may still be interested in how the market has performed over Presidential terms. As you can see, on average, the market has experienced healthy growth over presidential terms, regardless of what party holds office.
Important Update: Corporate Transparency Act (CTA)
If you have an LLC, LP, corporation, or other legal entity for business or personal purposes, please read this update as it relates to the Corporate Transparency Act (CTA).
Facts and Fantasies About a Fed Rate Cut
At its September 17-18 meeting, the Federal Reserve (“the Fed”) is expected to cut the federal funds rate. We will discuss the elements of your financial world that you should expect to change if the Fed cuts rates, and others where a Fed rate cut will likely be less impactful.
Markets and Elections Part 2: Market Returns During and After U.S. Presidential Election Years
Markets and Elections Part 2 - Wondering how markets have reacted during an election year and/or the year subsequent to a Presidential election? Wonder no more.
Markets and Elections: Three Key Takeaways
The anticipation building up to Presidential elections often brings with it questions about how financial markets will respond. To help answer these questions (and maybe a few concerns), we will be posting a 6-part series. Here are three takeaways from this series.
Four Summer Activities That Could Affect Your Tax Returns Next Year
Summer is a time for relaxation, adventure, and making memories. While it's a season to enjoy, it's also a great opportunity to stay mindful of activities that could impact your tax returns. Here are four summertime activities that can have tax implications and tips on how to navigate them for a smoother filing season next year.
Sensitive Information Stolen in National Public Data, UnitedHealth Group Breaches: What You Need to Know
National Public Data Breach Affects Nearly Three Billion People. Whenever personal information is exposed in a data breach, it’s highly recommended that you take immediate action to protect yourself from harm.
The Importance of College Students Establishing a Budget for the Coming School Year
Helping the college student(s) in your family establish a thoughtful budget for the school year can help set the foundation for a lifetime of good financial habits. Here are six ways establishing a budget for the college year can help set up your family members for future success.
Normal Turbulence in the Stock Market
No one likes uncertainty, particularly as it relates to money and investments, but it’s important to remember that declines like this are totally normal experiences and happen often.
TFO Wealth Partners Named to FA Magazine’s List of America’s Top RIAs | 2024
TFO Wealth Partners has once again been named as one of America’s top Registered Investment Advisory Firms by Financial Advisor Magazine in their 2024 RIA Survey and Rankings List. This is the seventh consecutive year our firm has been named to this list, which we believe is a direct result of the hard work of our dedicated team in helping families thrive by connecting their wealth and purpose.
Neither the firm nor its employees paid a fee for placement on FA’s 2024 RIA Ranking list. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/23. The ranking was released on July 12, 2024.
Brady Fineske Recognized as an Advisor on the 200 RIAs to Watch by AdvisorHub
AdvisorHub has recognized TFO Wealth Partners and Brady Fineske as one of the advisors on the 200 RIAs to Watch list. Brady, who helps lead our firm’s mission of helping families thrive by connecting their wealth and purpose, was ranked #9 advisor on the list of 200 RIAs to Watch.
Neither the firm nor its employees paid a fee for placement on AdvisorHub’s Advisor to Watch 200 RIAs list. The ranking was developed by AdvisorHub and the data provided was as of December 31, 2023. The ranking was released on June 18, 2024.
Making Sense of the $5.54 Billion Visa and Mastercard Landmark Settlement for Business Owners
Visa and Mastercard have recently agreed to a $5.54 billion settlement with merchants regarding excessive credit card interchange fees, commonly known as "swipe fees."
RIA Channel’s Top 50 Wealth Managers By Growth In Assets
TFO Wealth Partners named one of the Top 50 Wealth Managers in the U.S. by growth in assets by RIA Channel – we are thrilled with this most recent recognition, further evidence we are fulfilling our mission of helping our client families thrive by connecting their wealth and purpose.
Neither the firm nor its employees paid a fee for placement on RIA Channel Top 50 Wealth Managers List. The ranking was developed by RIA Channel, and the data provided was as of March 31, 2024. The ranking was released on May 13, 2024.
Barron’s Top 1,200 Financial Advisors List
Brady Fineske, TFO Wealth Partners President and Family Wealth Strategist, has once again been named to Barron’s 2024 America’s Top 1,200 Financial Advisors list. Congratulations Brady on this recent honor.
Neither the firm nor its employees paid a fee for placement on Barron’s America’s Top 1,200 Financial Advisors List. The ranking was developed by Barron’s, and the data provided was as of September 30, 2023. The ranking was released on March 08, 2024.
The Next BlackBerry?
Some investors might suggest the success of the ‘Magnificent 7’ stocks stems from an environment favoring a “winner takes all” approach where a handful of companies achieve significant market share, ultimately suppressing competition. But reaching the top of one’s respective industry, and staying on top, are two very different things.
A Few Thoughts on Spending Money
As your family adviser, we spend much of our time discussing how to invest your money. However just as, or maybe even more important, is helping you determine how you ultimately want to use your wealth to achieve life fulfillment.
Our 2024 Tax Reference Sheet Is Now Available
Our 2024 Tax Reference Sheet is now available. This resource is being provided to allow you quick access to tax-related data points that may impact you over the 2024 tax year.
History in November
The holiday season is officially upon us, and with it comes our annual opportunity to gather family and friends and share joy with those we love. It also provides a great opportunity to share stories of the past year and look back at some memorable snapshots and historic moments of the past twelve months. In the financial markets, the month of November was analogous to one of those memorable candid snapshots.
Congratulations to Our Newest Partner – Jesse MacDonald
TFO Wealth Partners is thrilled to announce Jesse MacDonald has been named our newest partner. Jesse joined our firm in 2009 and has touched many facets of our family of companies, leading our marketing efforts and developing new products and solutions for our client families. His hard work and commitment are what we look for in a TFO colleague. Please join us in congratulating Jesse as our newest partner.
2023 Year-End Planning: Control The Things You Can
As we head for the year’s home stretch, there is a host of planning items you should consider as well as some general information you should be aware of for the coming year.
FA Magazine’s RIA Survey and Rankings 2023 List
We are proud to once again have been named to FA Magazine’s Financial Advisor Magazine’s RIA Survey and Rankings List for 2023.
Neither the firm nor its employee paid a fee for placement on FA’s 2023 RIA Ranking list. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/22. The ranking was released in their July/August 2023 online edition.
Potential Benefits of Lifetime Gifts
Many estate plans include a program of making lifetime gifts which has the potential to offer important rewards and benefits. Here are some of these benefits you may want to consider.
Setting a Price for Buying or Selling a Business
In the overall U.S. business landscape, mergers, takeovers, and buyouts are occurring at a steady rate. If you were to place your business on the market would you know what it is worth? Setting the price is often the most important aspect of the transaction. In this article we tackle valuation methods, the important role of taxes, and the differences and considerations of a taxable and a nontaxable transaction.
A Helpful Overview Of All Your Digital Property and Digital Assets
Digital property (or digital assets) can be understood as any information about you or created by you that exists in digital form, either online or on an electronic storage device, including the information necessary to access the digital asset. All of your digital property comprises what is known as your digital estate.
Congratulations to Our Newest Partner – Adele Sobieszczanski
TFO Wealth Partners is thrilled to announce Adele Sobieszczanski, TFO Wealth Partners Executive Vice President and Family Wealth Strategist, has been named our newest partner. Through the years, Adele has been instrumental in every facet of our business, ultimately helping lead the creation of our registered investment advisory firm and helping grow it into what it is today. If you know Adele, you know her hard work, commitment to her team, and her never-ending focus on her clients are what we look for in a TFO Wealth Partners colleague. We thank you Adele for all you continue to do for us and congratulate you on this much deserved honor.
Family Business—Laying the Groundwork for Success
For business owners considering expanding their team and allowing family members to enter the business there are some questions you may want to ask yourself before jumping in, and succession plan considerations you won’t want to miss.
Barron’s Top 1,200 Advisors Rankings by State List
We are thrilled to announce that Brady Fineske was recently ranked #12 in Ohio on Barron’s 2023 Top 1,200 Advisors, evaluated as of September 30th, 2022. We want to congratulate Brady and recognize our team of colleagues who help make this possible.
Neither the firm nor its employee paid a fee for placement on Barron's Top Advisors List. The ranking was developed by Barron's, and the data provided was as of 9/30/2022. The ranking was released on March 10, 2023.
Retiring Business Owners – Plan for Succession
If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into retirement. Yet, if you want to build personal financial security and ensure business continuation, it is important to plan ahead. Business succession planning can help create retirement income for a retiring business owner and facilitate the transfer of operations and/or ownership to family or another entity. A succession plan can also provide a strategy to handle unforeseen events, such as death or disability.
A Look at Guardianship and Older Adults
Suppose an elderly family member becomes incapacitated and has made no arrangements for such a situation. Advance directives are legal instructions that express a person’s wishes regarding financial and health care decisions in the event that he or she becomes unable to make them. If incapacity occurs and there are no advance directives, is guardianship a viable option?
Involving the Family Can Be Good Business
If you’re fortunate enough to own a small business, has your enterprise flourished into something a bit more complex than you ever would have expected? If this sounds familiar, you probably also have experienced a gradual shift in your responsibilities—from being a person in complete control to a manager attempting to oversee many facets of the business.
Retirement Contribution Limits for 2023
The IRS just announced the 2023 contribution limits for qualified retirement plans which include significant increases. Notably, the employee contribution limit is rising almost 10% to $22,500. The catch-up contribution for individuals 50 or older is increasing by $1,000 to $7,500.
