TFO Wealth Partners

10/13/2026

The best job offers go beyond salary.

Share our latest TFO Life Academy article to help young adults evaluate their first offer with confidence.

👇👇 Read the article below. 👇👇

The best job offers go beyond salary. This TFO Life Academy article helps young adults evaluate their first offer with confidence.

10/09/2026

In this Q3 2026 edition of Numbers & Narratives, TFO Wealth Partners Chief Investment Officer, Matt Sheridan, shares his perspective on:

– Stocks hitting record highs alongside booming corporate profits
– Why the Federal Reserve doesn’t control longer-term interest rates
– What higher yields could mean for long-term bond investors
– How markets price in widely known risks before they happen
– Why investors need to get comfortable with the noise

Watch Matt’s Q3 Numbers and Narratives: https://youtu.be/WaaRX8AeuUU
Read Matt’s full article on our website: https://tfowealth.com/numbers-and-narratives-q3-2026/

10/07/2026

Women are shaping the future of wealth.
Knowing about money isn't enough.

Watch the full episode with January Donovan: https://youtu.be/zx5EwdyvoFY

10/05/2026

We’re preparing the wealth. Are we preparing them?

Some studies suggest up to $120 Trillion will go first to widows and daughters in what has been deemed “The Great Wealth Transfer.” January Donovan shares what families miss.

Watch the full episode: https://youtu.be/zx5EwdyvoFY

10/02/2026

Mother of eight. Founder of a school that reaches women in 40 countries.

We just sat down with bestselling author January Donovan, and this conversation will change how you think about women and wealth.

New episode drops tomorrow. Don’t miss it.

09/29/2026

How would you describe this picture in just a few words?

09/28/2026

What a day we had hosting The Legacy Letter Experience with Blake Brewer! Grateful to the clients and partners who joined us to write the letter their families will never forget. ✉️

09/24/2026

Here’s to the next 5,000! Not yet subscribed? Join us.
https://www.youtube.com//videos

09/21/2026

Help the young adults in your family build smart habits early.

Our new TFO Life Academy article shows why saving for retirement now can lead to real freedom later. 🌱

Help the young adults in your family build smart habits early. This article shows why saving for retirement now can lead to real freedom later.

09/15/2026

We’re excited to welcome Jim Crawford to the TFO Wealth Partners team as a FinTech Operations Specialist! 🎉 Welcome to the team!