Bridging money and wealth to meaning and significance....

At the core of each person, each family, and each business are values. In today's world, values and finances rarely work as a team . . . until now. Tax & Financial Group (TFG) is an organization focused on helping you establish the financial security that you need to overcome obstacles allowing you to concentrate on living a value-centered life.

TFG's mission is to help people creatively use their financial and personal assets to enhance the lives of their families, the success of their businesses and the strength of their communities for generations to come.  Our talented financial service professionals pursue the goal of bridging present-day reality to future dreams using energy, enthusiasm, responsibility and respect for all TFG advisors, staff, and clients.

 TFG is actively involved in supporting local community projects and charities. Now in its 13th year, the TFG "We Care for Kids, Inc" Golf Tournament has generated over $1,000,000 in support exclusively on behalf of Make-A-Wish Foundation® of Orange County and the Inland Empire. To learn more about the Make-A-Wish organization, click here.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Tolerating Risk

Whether you are a conservative investor or an aggressive one, it’s likely there are mutual funds that match your risk tolerance.

In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

Inflation Could Make a Comeback

Inflation took a big jump in November, the largest monthly increase in two years. But it’s unusual for inflation to flare during an economic slowdown, and this odd pairing puts the Federal Reserve in a tough spot.

Take Advantage of Temporary Tax Laws

A raft of favorable tax provisions are in effect right now, but you better act fast. Most of them are scheduled to expire within the next two years.

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May 09, 2008 @ 12:24 PM

Nasdaq Composite 2,438.14- 13.10
Nasdaq 100 1,953.53- 13.33
S&P 500 1,386.08- 11.60
S&P 100 638.87- 5.06
S&P Mid-Cap 400 848.85- 4.36
S&P Small-Cap 600 377.33- 2.14
Russell 2000 715.76- 3.79
NYSE Composite 9,307.79- 80.75
AMEX Composite 2,346.10- 1.96
10 Year Treasury Note 3.78- 0.06
CBOE Internet Index 270.46+ 0.89
PHLX Semiconductor Index 398.11- 1.65

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