TFC Financial Management

260 Franklin Street, Suite 1888 - Boston, MA 02110

Main Phone: 617-210-6700 - Main Fax: 617-210-6750

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In Focus

News and analysis of significant developments in the marketplace.

  • December 5, 2014 Year-End Tax Planning Considerations
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  • November 12, 2014 TFC Market Update: The Aftermath: Winners and Losers
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  • October 15, 2014 TFC Quarterly Insight: Equity Markets Slide (Confirming the “Black October Hypothesis”?)
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  • September 26, 2014 TFC Market Update: Alibaba and the Forty Thieves of Wall Street
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  • September 25, 2014 TFC DFA - Over the Hedge
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  • August 26, 2014 TFC Update on Social Security
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  • August 12, 2014 TFC Market Update: Is It That Time of Year Again?
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  • July 9, 2014 TFC Quarterly Insight: Nervous Yet? (The “Everything Boom” Persists)
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  • June 17, 2014 TFC Market Update: The Hunt for Yield Across Complacent Zero-Rate Markets
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  • May 30, 2014 TFC Portfolio Update
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  • May 15, 2014 TFC Is On The Move
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View All TFC Market Updates

Research Papers

  • February 26, 2014 Alternative Investments in Smaller Endowment Portfolios
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TFC Hosts “Open House”

On June 18 we hosted clients and friends of the firm at our “Open House” following our May 16 move to 260 Franklin Street. We were pleased to give tours of our new space while enjoying hors d’oeuvres and refreshments.

We also presented “TFC – A Retrospective” reflecting on our past 34 years in business which you can view below. If you weren’t able to attend the “Open House,” we hope to welcome you soon to our new location.

Watch Slideshow

Since 1980, TFC Financial Management has delivered proven financial management solutions to help clients achieve their lifetime goals. As an independent wealth management firm serving Boston, New England, and beyond, we provide sound, objective financial management together with the information, expertise, and personal attention you need to develop and implement a practical, long-term investment strategy. Learn more about TFC Financial Management

TFC Happenings

October 10, 2014

TFC Sponsors Behavioral Finance Seminar at the Federal Reserve Bank of Boston

On Friday, October 10, 2014, in conjunction with Learning Economics and Finance Network, Inc. (LEAF), TFC sponsored a Behavioral Economics seminar at the Federal Reserve Bank of Boston. This seminar was a “professional development day” geared for high school teachers in Massachusetts to introduce Behavioral Economics into the classroom.
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August 29, 2014

TFC Summer Outing - 2014

On August 18th, we closed the office at noon for our annual summer outing. Taking advantage of the nearby harbor view in the Seaport district, we lunched at Legal Harborside. Not only was the food delicious as expected, but we utilized an interesting mode of transportation—Boston Pedicab.
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Read more TFC Happenings

Financial Planning

The blueprint for achieving your personal goals. View detail

Asset Management

Matching the appropriate asset class mix with your goals. View detail