TFO Wealth Partners

09/03/2026

Take a look at everything on her plate. 🧐

Sticky notes. To-do lists. "Mom calling"…again. Busy working moms, this is a lot. But it's not everything.

What's missing from this picture — from your own life? Tell us below 👇👇👇

Stephanie's next Squeezed in the Middle™ article is coming soon — a closer look at CEO moms carrying business, kids, and aging parents, all in the same season.

08/27/2026

Some of the most important things we feel never get said.

What if you finally took the time to write them down?

Join us Thursday, September 24th for The Legacy Letter Experience — a guided event with Blake Brewer where you will write the letter your family will never forget.

Register: https://us02web.zoom.us/webinar/register/6817853292914/WN_kt142bABRmqajh1Zo6Z8Xg

08/26/2026

🎉 TFO Wealth Partners is growing!

Please join us in welcoming two new faces to the team:
👋 Nicole Neely — Client Operations Specialist
👋 Amanda Ballard — Strategist Coordinator

We’re excited to have them on board!

08/25/2026

His job was to wheel patients down the hall. He decided to do more.

A hospital aide named Roy used to pick him up and walk him on legs that couldn't yet stand.

"Boy, you're going to walk again."

Watch the full episode: https://youtu.be/h3HHnVIvxmg

08/24/2026

Competition, laughs, and one unforgettable day at Toledo Pickle with our TFO team.

If you’d like to be part of a team committed to helping families connect their wealth and purpose, visit our careers page and reach out: https://tfowealth.com/careers/

08/20/2026

He was given a 1 percent chance to survive. This is the episode where he tells you what he did with it.

We had an amazing conversation with John O’Leary, and it’s live now.

Small acts of kindness from strangers shaped the rest of his life.

Watch the full episode: https://youtu.be/h3HHnVIvxmg

08/17/2026

1% chance to survive. His story was powerful enough to become a movie.

We just sat down with bestselling author and national speaker John O’Leary, and this one hits different.

New episode drops Thursday. Get ready to be inspired.

08/13/2026

Records feel like a reason to wait, sell, or second-guess staying invested.

Historically, investing at an all-time high has generally experienced long-term returns comparable or better to those investing on all other days. Worth Noting, a new series from our CIO Matt Sheridan on the topics worth a closer look.

Since 1950, investing at an all-time high has produced returns as good as or better than investing on any other day.

08/05/2026

Please join us in congratulating Megan Cameron on being named a 2026 Alliance Young Professionals Award winner!

This honor, presented by Family Wealth Alliance, Inc., celebrates the next generation of leaders shaping the future of wealth management through their client focus, professional excellence, and industry impact.

Congratulations, Megan, so well deserved! 🎉

08/04/2026

A pro golfer called his round boring. He shot a 65.

No big drives, no dramatic saves, just fairway, green, repeat.

Ryan Hawk says that's the real secret to compounding success, in golf, in habits, in life.

Watch the full episode: https://youtu.be/EgbuBgyOY98