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Investment Management

Saving for your child’s future

January 20, 2023 By Jacki Liautaud

Tips on saving for a child’s future, whether it’s college, trade school, a down payment on a home, or seed money to start a business.

Pretax vs. post-tax (Roth) contributions to your retirement plan

January 10, 2023 By Jacki Liautaud

Deciding between pretax or post-tax (Roth) 401k contributions? Here are some tips.

Barriers to Women Financial Advisers

December 8, 2022 By Jacki Liautaud

Why aren’t there more women giving financial advice? And how can we increase representation?

Special Report: Correlation of Collapse Potential for all Major Asset Classes

December 8, 2022 By Jacki Liautaud

Tree Fort Financial publishes a special report provided by BOC.

Inheritance Designation for Individual Brokerage Accounts

November 3, 2022 By Jacki Liautaud

How to set up inheritance on an individual brokerage investment account using a TOD designation

Traditional IRA to Roth Conversion “How To”

October 19, 2022 By Jacki Liautaud

A Roth conversion is moving funds from a traditional pretax retirement account to a Roth after tax retirement account. It sounds simple, but there are many questions around the practical how tos.

What exactly do financial planners do?

August 11, 2022 By Jacki Liautaud

What exactly do financial planners do? Financial planners can assist you in various stages of your life by helping you make financial decisions that align with your goals.

All About Roth IRAs

April 28, 2022 By Jacki Liautaud

Here is some information about Roth IRAs, which are a type of individual retirement account.

Money Mindfulness

November 19, 2021 By Jacki Liautaud

Being mindful about money can help us achieve our dreams.

Backdoor Roth IRA FAQs

August 27, 2021 By Jacki Liautaud

Quick answers to common backdoor Roth questions.

Financial Checklist: Expecting a New Child

May 21, 2021 By Jacki Liautaud

Bringing your whole humanity to your professional life can be beneficial.

Financial Checklist: Receiving An Inheritance

April 29, 2021 By Jacki Liautaud

Bringing your whole humanity to your professional life can be beneficial.

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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

All About Roth IRAs

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