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Why An Estate Plan Is Essential For Investors

July 2021  By: MICHAEL McLEOD, CFP®
Why An Estate Plan Is Essential For Investors
A new President brings new priorities and a new fiscal plan to fund those priorities. Consequently, there has been much discussion this year of potential impacts to income and estate taxes. Despite a lot of conversation and preliminary proposals, we still lack clarity on what changes may ultimately...

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Goodman and McLeod Earn CTFA Designation

July 2021  By: TFGADMIN
Goodman and McLeod Earn CTFA Designation
Please join us in congratulating our Chief Investment Officer Joel Goodman, CFA and Senior Wealth Advisor and Director of Financial Planning Michael McLeod, CFP® on passing the Certified Trust and Fiduciary Advisor (CTFA) exam and earning their CTFA designation. Joel and Michael have been working...

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Why You Shouldn’t Leave Family Property to Your Children

July 2021  By: MALCOLM BUTLER, JD
Why You Shouldn’t Leave Family Property to Your Children
I’ve had numerous clients leave family homes—from beach houses to picturesque farms—to their children as part of their estate plans. However, despite the best of intentions, this decision isn’t always in the best interests of the heirs.

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TFG Welcomes Justin Kohler

July 2021  By: TFGADMIN
TFG Welcomes Justin Kohler
We are excited to announce that Justin Kohler, CFP® has joined the TFG team as a Wealth Advisor. In his new position, Kohler serves as a client relationship manager, financial planner and investment advisor to individual clients and also provides support to senior advisors at the firm.

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Is Inflation Back?

July 2021  By: JARED HAMMERS, CFA
Is Inflation Back?
As the economy reopens and we begin our post-pandemic lives, the world is starting to feel normal. However, many market prognosticators are calling for something that has not been present in America for a long time – a sustained period of above average inflation.

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Keep an Eye on Proposed Tax Changes to Fund U.S. Economic Stimulus Plans

May 2021  By: JOEL GOODMAN, CFA
Keep an Eye on Proposed Tax Changes to Fund U.S. Economic Stimulus Plans
The fiscal stimulus train in Washington has continued to move forward. To date, Congress has passed several stimulus plans totaling an eye-popping $5 trillion to help mitigate the negative financial impact of the pandemic on Americans from coast to coast.

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Why an Estate Plan Is the Best Gift You Can Give Your Grandchild

April 2021  By: MALCOLM BUTLER, JD
Why an Estate Plan Is the Best Gift You Can Give Your Grandchild
While awaiting the recent birth of my first granddaughter, I spent a lot of time thinking about the best possible gift I could give her. Ultimately, I decided that the ideal present for my grandchild was to give her parents–my daughter and her husband–a professionally drafted estate plan.

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The Evolution of Data Security

April 2021  By: BRENDAN FLAHERTY, MBA
The Evolution of Data Security
According to Eric Schmidt, we create as much information in two days now as we did from the dawn of man through 2003. The digital revolution has been powered by cheaper and faster infrastructure, allowing for the creation and storage of more data. More isn’t always better, but this treasure trove...

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The History of Retirement

February 2021  By: MICHAEL McLEOD, CFP®
The History of Retirement
For many Americans, building the financial assets to transition from daily work to retirement later in life stands apart as a top goal. The concept of retirement is deeply ingrained in today’s culture, but it’s actually a relatively new idea. In 1900, the average global life expectancy was just 31...

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Speculating vs. Investing

February 2021  By: TFG INVESTMENT TEAM
Speculating vs. Investing
Over the past several weeks, significant volatility in the share price of video game retailer GameStop dominated news headlines. The shares began to soar at the end of January when investors united on social media platforms to drive the stock price higher (an outcome that was possible given the...

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