Category Archives for "Wealth Planning"

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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Oct 25

The Go-Giver vs. the Go-Taker

60 Minutes this past weekend aired yet another example of professional athletes being taken advantage of by slick talking financial advisors.  This is very similar to a piece that I wrote about back in July when three high profile athletes Mark Sanchez, Jake Peavy, and Roy Oswalt were ripped off for ~$30M. The key piece […]

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Sep 13

The Ability to be Adaptable and Flexible

One of the traits that helped me during my corporate finance career was learning how to be adaptable and flexible.  Over the course of my Corporate career I faced some fairly challenging experiences: Took part in the closing of 2 MFG facilities; Involved in the movement of product which eventually resulted in the closure of […]

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Aug 26

Economics is Largely the Study of Making Choices

Economics is largely the study of making choices.  I wish that I would have stressed this point more to my economic students last semester.  There aren’t absolute laws in economics like there are in other hard and physical sciences such as chemistry and physics.  However, there are some established tendencies and limits to economics such […]

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Aug 09

Wealth Planning, Life Planning, & Economics

Last week I had put together a curated list of articles that I have been reading or have read over the past few months that focused on Self-Improvement, Career, Continuous Learning, and Investing.  This week I am wrapping up this two part series with a focus on some broad topics which include Wealth Planning, Life […]

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