Team Update!

The annual AICPA ENGAGE conference provided an opportunity to expand our team's knowledge and engage in valuable networking.

Kai Xiong, CFA, Co-Chief Investment Officer

Helps lead investment strategy, asset allocation, and research for the firm.   Read about Kai...

Erin Itkoe earns her CAP^® Designation

The CAP curriculum is cross-disciplinary and is meant to help wealth advisors collaborate effectively with clients on legacy planning.

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 Update

Despite the horrible human and social impact, the wider geopolitical consequences are of course still unknown and may be extreme, but the key risk is that higher commodity prices – and energy ...

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...