Jan 20

What is means to be a Certified Financial Planner CFP®

I wanted to articulate in broad terms what some of the designations that I carry at TAMMA mean and how those may impact those who choose to work with TAMMA.  Not every financial advisor is a CFP® or RIA. And believe it or not, not all people in the financial industry are required to be […]

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Nov 22

Options to Help Reduce Your 2016 Tax Base

As year-end approaches, I have been fielding many questions from my clients about what options they could take advantage of to shelter some of their income from taxes in 2016.  While time is running out with only 6 weeks left in the year, there are several straight forward approaches that could help save you money […]

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Nov 07

It is not the Critic Who Counts

Typically, I wouldn’t post a book review or summary of a book focused squarely on investing especially when it comes to technical analysis.  Most of you simply would not care and if you are likely utilizing someone to manage your assets for you, that should be your manager’s job to understand if they are using […]

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Nov 01

Wealth Planning, Life Planning, and Economics

This week’s post is another curated list of articles that I have been reading over the past few months that have not appeared in my weekly “What I am Reading” section.  I had a two-part series of these curated articles a few months ago here and here.  This batch of articles focus on Wealth Planning, […]

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