TFC Financial Management

260 Franklin Street, Suite 1888 - Boston, MA 02110

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

Hours of Operation: Monday-Thursday - 8:30 am-5:00 pm / Friday - 8:30 am-4:00 pm

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In Focus

News and analysis of significant developments in the marketplace.

  • January 21, 2016 Market Meltdown: Correction or Start of a Bear Market?
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  • January 13, 2016 Social Security and Income Tax Update
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  • January 12, 2016 A Gift from Uncle Sam: Congress Passes the Extenders Package
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  • December 18, 2015 Searching for Universal Investment Truths (What's Worked and What Hasn't?)
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  • October 20, 2015 Equity Asset Allocation Shifts
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  • October 8, 2015 TFC Quarterly Insight: Repricing Risk in the Equity and Bond Markets
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  • September 18, 2015 Background on TFC's International Allocation
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  • August 25, 2015 Temporary Correction or Signal of a Bigger Problem?
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  • August 21, 2015 Medicare Part B: Brace Yourself for Premium Increases in 2016
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  • July 27, 2015 TFC Quarterly Insight: What Drives Economies and Financial Markets?
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  • April 28, 2015 TFC Quarterly Insight: Prospective Portfolio Returns in a Diminished Economic Growth Environment
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View All TFC Market Updates

Research Papers

  • February 26, 2014 Alternative Investments in Smaller Endowment Portfolios
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Announcement - Daniel S. Kern, CFA, joins TFC

We are pleased to announce that Daniel S. Kern, CFA, has recently joined TFC’s investment team as Chief Investment Strategist. Dan’s nearly 30 years of investment and portfolio management experience will support our future growth and facilitate the succession plan that has been underway over the past few years.
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Since 1980, TFC Financial Management has delivered 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

January 27, 2016

TFC Community Service Project at "Cradles to Crayons"

On January 7, 2016 TFC staff closed the office for a half-day community service project. This year we ventured over to Cradles to Crayons in Brighton. This marked our third such project but a first with this fantastic organization.
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October 7, 2015

TFC Celebrates Silver Anniversary (25 years) with DFA

Headquartered in Austin, our friends at Dimensional Fund Advisors (DFA) came to Boston recently to host a conference and while here celebrated their long-standing relationship with TFC Financial Management as well as with Aequitas Investment Advisors (Warner Henderson serves on TFC’s Investment Committee).
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September 10, 2015

TFC Summer Outing – 2015

This year our annual TFC Summer Outing focused on a maverick from the 1800’s—Isabella Stewart Gardner. On August 20th, we closed the office at midday for a delicious lunch at “Café G” inside the Isabella Stewart Gardner Museum.
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Financial Planning

The blueprint for achieving your personal goals. View detail
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Asset Management

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