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 […]

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 […]

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 […]

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 […]

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 […]

As we are now past the halfway point in 2018, and the April 17th Tax Day has been in our rearview mirror for some time now, I thought that I would provide a refresher on the tax code changes that went into place this year with the infographic below. Now would be a good time to […]