Our Latest.

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.

ViewPoint - Great News About Our Professional Team

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Summer was busy at TCO with some great achievements by our professional team and two new officers joining our firm.
Bob McCormick

Bob McCormick Hits the Open Road

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Our colleague is taking an early retirement at the end of the year. Although we don't normally announce retirements in this publication, it is important to note a few of Bob's lasting impacts on us, his colleagues.
Abraham Lincoln

Where There's a Will...

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What do Aretha Franklin, President Abraham Lincoln and Prince have in common? Find out.

Upside Down

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Making Sense of the Recent Yield Curve
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