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Resources

Resources

Tree Fort Financial Investment Management Returns Document

Investment Management Returns

See Tree Fort Financial’s investment returns by year.

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Bringing more humanity to our professional lives

How can I tell if my investment manager is adding value?

Using a Benchmark to Measure Investment Performance

Getting Started with Your Financial Plan

Affording Higher Education

Estate Planning for Everyone

The Post-Covid Future of Education

Financial Mindfulness and Covid-19

Lily Pads and Investing

The Value of a Financial Advisor

Mindful Retirement

The Importance of a Plan

Your Attitude Towards Money

Saving for a Rainy Day

Single Women and Investing

Photo by Sharon McCutcheon on Unsplash

Women: Get Involved in Financial Independence Decisions

“Traditional” 60/40 Investment Strategy and TFF’s Investment Management

Re-starting the Economy After the Pandemic

Creating an Abundance Mindset in Challenging Times

Your Parents and Financial Planning

A Sailboat and a Plan

Mindful Spending Questions

The Emotional Side of Money

Why is it Hard for Millenial Women to Save for Retirement?

Maximize College Financial Aid

Teaching Kids about Money

Costly Women’s Investment Gap

Give the Gift of Education this Holiday Season

Reviewing Investment Management reports with client

Nothing Saved for Retirement?

Why Use a Budget?

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Resources

About BOC Portfolio

Investment Management Returns

“Traditional” 60/40 Investment Strategy and TFF’s Investment Management

A Sailboat and a Plan

Advisor Survey Results

Affording Higher Education

Bringing more humanity to our professional lives

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  • Facebook
  • LinkedIn
  • Phone

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