Podcast: Asset Allocation and Career Inspiration with Laura Tarbox

Earlier this year, Laura Tarbox was interviewed by Stephanie King about the importance of asset allocation. Listen in to learn more about how the mix of assets in your porfolio impacts future ...

SECURE Act 2.0

Just as 2022 ended, Congress made significant changes to retirement savings rules and programs when it passed the SECURE Act 2.0. Read about them here...

Tarbox Family Office Welcomes Two New Partners!

A commitment to exceptional client services and providing support and mentorship.   Read about Tarbox's new partners...

Test Your Knowledge!

True/False. The entire Chinese stock market is bigger than Microsoft + Apple + Google.

Sandra Gutierrez, Investment and Technology Analyst

Helping lead process and system improvements and investment research for the firm.   Read about Sandra...

Corey Freeman, CPA, Director of Tax

Helping lead tax compliance, strategy, and planning for the firm. Read about Corey ...

Tarbox Supports Fresh Start!

Erin Itkoe is currently a member of the Auxiliary Board of Fresh Start...

Brian Romag, Operations Specialist

A well-rounded perspective on solutions to complex requests and concerns. Read about Brian...

Alfonso Rodriguez, CFA, Director of Investments

Helping lead investment strategy, asset allocation, and research for the firm. Read about Alfonso ...

Laura Tarbox is quoted in MarketWatch

What does it take for a successful retirement? Find out here...

Dreaded words … You’re Being Audited!

The mission of the SEC is to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation.

Natalie Banasiak, Director of Client Services

Natalie Banasiak, Director of Client Services