Sep 11

4 Steps to Set Up the Retirement that You Envision

Can you envision what your retirement years may look like?  Do you see yourself traveling the world, living in your ideal location, spending time with your loved ones, or setting out on a new second career?  Before you can start putting together a retirement plan, you need to know what you want your retirement to […]

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Sep 04

The Holy Grail of Investing

Many of you, unless you are into reading about investment management, have likely never heard of Jack Schwager author of the Market Wizards series of books.  In his books, Schwager interviews some of the most legendary investors of our time. During each interview, Schwager tries to get at the heart of what has made that […]

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Aug 28

How Life is Like a Sleeping Bear Sand Dune

We recently took our family vacation in northern Michigan.  One of our favorite spots is the Sleeping Bear Sand Dunes.  The dunes, which are now apart of the National Park Service is one of our great national treasures which everyone should check out if you are in the State of Michigan. This was the second […]

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Aug 07

Start with WHY, The New Wealth Planning Reality

One of the unique differences in wealth planning at TAMMA is that we often start with “Why” when we are developing wealth plans for our clients.  Starting with why helps to set the foundation for which the wealth planning process is built on.  Once we determine the why, we can focus on how we invest […]

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Jul 31

How Exactly Can a Wealth Advisor Help You?

Working with a professional of any means whether it is a doctor, attorney, or specialist is in many ways, no different than having and working with a wealth advisor.  You, the client, rely on these professionals to support and guide you through a decision-making process while formulating opinions and reviewing alternative solutions to reach the […]

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Jul 24

Wealth Planning is For Everyone

The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you.  Instead of feeling overwhelmed by the supposed complexity surrounding financial decisions, a straightforward wealth management plan can bring clarity and peace of mind about which strategies will work best […]

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