The Answer One of the best books that I read in 2018 was The Answer, by John Assaraf and Murray Smith. The book, in reality, is two books within one. John Assaraf writes the first half of the book with a focus on the laws of attraction, gestation, and action. The second half of the […]
What would you consider to be your most valuable asset? Some people may think about a retirement account or piece of real estate. What about your career as your most prized possession? A person’s major revenue stream, typically their career, is likely a major key in the ability to achieve life and financial goals. One […]
During a recent meeting, a potential client asked me, “who will be able to help my family manage our financial affairs when I am no longer able?” This was a person who took the sole responsibility for managing her family’s financial affairs and was able to build not only a sizeable investment portfolio but also […]
Have you ever thought that having too many choices is a problem? These days most of society is wired to believe that more choices = better decisions. That the freedom of choice leads to happier lives. In his article How To Find Happiness In Today’s Hectic World, Eric at Barking Up the Wrong Tree, draws on […]
One of the most overlooked but critical aspects of savings or achieving any financial related goal is determining why you want to save. That may sound simple but let me give you an example. Client: I want to retire at 55. Me: Why? Client: I hate my job. Me: What will you do in retirement, […]
When I look at what I do for clients at TAMMA, I can break it down into two distinct categories; wealth planning and asset management, and tax preparation. One of the value propositions that I offer to clients is to have their wealth planning integrated with their asset management. In my mind, you can’t or […]