Category Archives for "Wealth Planning"

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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Jun 26

This Picture is Worth a Thousand Words

The picture below is one of the many faces of TAMMA.  She happens to be one of the M’s in TAMMA as her name is Mackenzie (Mac).  But her picture could be one of your children.  It could be Kennedy, Collin, Brody, Grace, or Sophia who are just a few of the youngest members of […]

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Jun 04

The Negative Impact to Clients Due to Increasing Asset Minimums

One of the principals that sets TAMMA apart from other investment advisory firms was my decision to work with clients of all asset levels.  The WSJ had two articles here and here that chronicles how large organizations such as UBS and Bank of America’s Merrill Lynch are indicating to their advisors that they want $1 million and above in assets per client and not the […]

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