Our Latest.

It's Cyber Monday for Cyber Criminals, Too

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While we are online looking for the best deals, cyber criminals are looking for opportunities to steal our sensitive information. Learn how to protect yourself.

Passing Down the Family History - Bob's Market Observations

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It’s not just transferring material wealth to our children and grandchildren that we should focus on, but our own personal histories. Read more.

Graduating From the Kids' Table

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While dividing attendees into two tables works well for a packed house during the holidays, don’t apply this philosophy to estate planning.

Understand Proposed IRA Changes Before Making Estate Planning Decisions

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Changes may be on the horizon for legislation regarding Individual Retirement Accounts (IRAs). Understanding and reviewing the proposed bills is prudent before making estate planning decisions.

BRI GHOSN: 2019 TAXOLOGIST OF THE YEAR

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TCO is proud to announce that Vice President Bri Ghosn, CPA, CFP®, CDFA® was nominated for the 2019 Taxologist of the Year.

Financial Parenting: Teaching Your Kids Financial Responsibility - Bob's Market Observations

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The financial beliefs we pass down to our children can have a significant effect on their financial outcomes. Read more.

Chill Before Serving to Avoid Family Litigation

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Litigation can be destructive to families, both financially and emotionally. Learn how families can avoid the courts to settle their differences.

What A Waste - Bob's Market Observations

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Food waste is a serious environmental problem in the United States and other parts of the world. Fortunately, there are efforts along the chain from the farm to the consumer to help reduce waste.

October 2019 Investment Perspectives

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Our experts comment on the recent yield curve, estate planning and more.
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