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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®, CTFA
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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Strategic Ways to Optimize Financial Planning in 2021

January 2021  By: MALCOLM BUTLER, JD
Strategic Ways to Optimize Financial Planning in 2021
As 2021 gets underway, there’s a palpable sense of optimism both domestically and internationally as we move forward with an expanded rollout of the COVID-19 vaccine. We hope the New Year will bring an increased demand for travel, dining, and entertainment that will give the private sector a...

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Our Perspectives on 2020

December 2020  By: TFG INVESTMENT TEAM
Our Perspectives on 2020
When we wrote to our clients at the end of 2019, we opened with the following message: “As we begin a New Year and a new decade, many financial experts are polishing their financial crystal balls in an attempt to predict what the market will – or won’t – do in 2020 and beyond.

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Planning Throughout the Retirement Lifecycle

December 2020  By: MICHAEL McLEOD, CFP®, CTFA
Planning Throughout the Retirement Lifecycle
We generally think about retirement in three broad phases. Within each phase, distinct trends and priorities have emerged among retirees in the numerous studies that have been completed on the topic. Each client has their own unique plans for retirement, but understanding these general patterns...

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