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National “Make a Will” Month

National “Make a Will” Month

"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy. When was the last time you reviewed your will or estate strategy? August is...

Getting (Mentally) Ready to Retire

Getting (Mentally) Ready to Retire

Even those who have saved millions must prepare for a lifestyle adjustment.   A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can...

Sun and Sleet with Andrew Cochran, CFP®

Sun and Sleet with Andrew Cochran, CFP®

Andrew Cochran, CFP® provides comprehensive financial advice to couples and individuals.He understands that people don’t always have the time to efficiently manage their own financial future. He...

Our Summer Bucket List

Our Summer Bucket List

We are big fans of summer here at TVAMP. Here's what some of our team members have done / will do this summer!   More photos to come!   Jeff Sweat, CFP®, Senior Partner, Wealth Advisor:...

What I Learned During My Summer Internship

What I Learned During My Summer Internship

Gehrig, a recent high school grad and soon-to-be college freshman, spent four weeks interning at TVAMP. He's interested in becoming financial advisor so he was eager to get a real life look at their...

What Do We Know About Bear Markets?

What Do We Know About Bear Markets?

Yesterday, we saw the first half of the year come to a close. And it’s been an ugly one for the markets. On June 13th, the S&P 500 closed in bear market territory (defined as a 20% decline from...

Opportunity for Roth Conversions

Opportunity for Roth Conversions

"Roth conversion" is a phrase often thrown around, but seldom explained.   Simply put, a Roth conversion allows an investor to convert a “pre-tax” retirement account (a Traditional IRA) into a...

A Bear Market is Officially Here

A Bear Market is Officially Here

 A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close more...