Jacob Tamme, Financial Advisor

01/04/2021

2020 was a wild year to be alive. It was also a wild year to be an investor. New blog post is up. It’s 2020, in one chart:

TLT vs SPY - 2020 summed up in one chart

08/20/2020

Get a start on creating a financial plan to achieve your goals using this quick, easy tool.

Use this free tool to see how close you are to hitting your goals and to create a financial strategy. Request a consultation with a financial professional if you'd like to create a plan.

07/30/2020

New blog post is up! "5 things for every retiree to consider"

Retirees should consider income needs, investment options, sequence of return risk, longevity risk, and taxes.

07/29/2020

Very excited to share with you www.advisortothepros.com which is now LIVE. This website details what I do for my clients as an advisor and investment manager & will also feature my blog on finance, markets, investments, and other things of interest to me (and maybe you!)... several blog posts are up already. I invite you to check it out!

06/30/2020

Investments, retirement, financial planning, life insurance ... use my new scheduling tool to book a consultation (web-meeting or in-person!):

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

04/02/2020

If you are like most people, you have questions about the recently passed CARES Act. Not only does the bill provide for direct payments to many Americans, this "stimulus" bill includes a variety of provisions affecting individual investments and small businesses. Included here are two links. The first is a quick overview of how the bill affects your investments/retirement plans. The second is a detailed walk through the bill's provisions for small businesses. As always, consult your legal and tax professionals regarding this information.

1) CARES Act retirement account provisions: https://www.meridianwealthllc.com/lifestylepiecesblog/caresact

2) CARES Act small business provisions: https://bit.ly/34atMc3

03/28/2020

Could you use your quarantine as a trial run for retirement? Forbes has more @ https://bit.ly/3bply27

03/27/2020

Great Big Story presents ideas on how to be helpful to your community and others during the COVID-19 crisis. More @ https://greatbig.is/2vNbxNc

03/26/2020

A nice overview for folks within ~10 years from retirement

If you're within 10 years of retirement, this eight-step review can help you improve your situation--and your peace of mind.