To Sell is the New Pink

Paul FennerLife Transitions

After spending an entire career in a non-sales or non-business development role, I gradually found myself in such a role as I began to build my wealth planning firm for individuals, families, and businesses.  Struggling to make sense of how to build a robust business development process, I turned to one of my favorite authors and business thinkers Dan Pink. … Read More

3 Reasons Why We Worry About the Wrong Things

Paul FennerLife Transitions

Once upon a time I often found some of the daily/nightly news to be interesting.  It was also my attempt to see another person’s view on various stories.  But over the course of time, I have noticed that everything is breaking news.  What is so earth-shattering about another Presidential tweet?  Even more so, I see a constant amount of fear … Read More

4 Steps to Set Up the Retirement that You Envision

Paul FennerRetirement Planning

Can you envision what your retirement years may look like?  Do you see yourself traveling the world, living in your ideal location, spending time with your loved ones, or setting out on a new second career?  Before you can start putting together a retirement plan, you need to know what you want your retirement to be. Determine Your Vision To … Read More

The Holy Grail of Investing

Paul FennerPortfolio Management

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 trader successful.  While there is … Read More

Start with WHY, The New Wealth Planning Reality

Paul FennerPersonal Finance

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 on which the wealth planning process is built on.  Once we determine the why, we can focus on how we invest our time, energy, and, yes, … Read More

Essentialism; If You Don’t Prioritize Your Life, Someone Else Will

Paul FennerLifestyle

I often find myself in discussions with individuals and families regarding the personal and financial priorities that seem to continually push and pull on people.  I try to get people to think and focus on what is essential to them and the lives that they want to lead.  This focus is about making the wisest possible investment of your time and … Read More

What it means to be a Certified Financial Planner CFP®

Paul FennerPersonal Finance

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 wealth or financial advisor is a CFP®.  And believe it or not, not all people in the financial industry are required to be a Fiduciary. What it means … Read More

The Most Important Thing

Paul FennerPortfolio Management

Howard Marks is the Co-Chairman of Oaktree Capital Management, a global investment management firm.  Mr. Marks is regarded as a leader in the investment management industry.  His breadth of knowledge is often highlighted within his memos that are published regularly and his book, The Most Important Thing. Mr. Marks and I share many of the same investment and wealth planning … Read More