Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft
Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a...
Stay The Course
“In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is under way, as our nation and the rest of the world look to begin to put the global pandemic behind us. The path forward for the US...
Fall in Love with Your Future… by Planning For It!
Consult professionals. It can be valuable to consult with a qualified financial professional, who can offer guidance and an objective input on how on keeping your financial affairs on target to meet your goals. As experienced financial planners, the team at TVAMP helps bring clarity and confidence to their clients’ life through financial planning and investment management.
Looking Ahead to Our (and Your) Next Decade
This is an exciting year for us! We’re celebrating 10 years of providing outstanding personal financial services and helping clients Live Invested® in 2021. In 2011, senior partners Scott Fisher, Jeff Foster and Jeff Sweat founded TVAMP when they aligned their three...
Investing After the Death of a Spouse
The death of a spouse is one of the most traumatic experiences a person can endure.1 Adding financial stresses at such a delicate time can only make matters worse—and your emotional recovery harder. Learn more about what to keep in mind while navigating your financial...
Financial Planning During and After Divorce
Beyond the impact to your personal and emotional life, divorce also has a huge effect on your financial life. As you forge ahead with turning one household into two, you must split up assets with your spouse, decide on support payments, and plan for your new financial...
Key Tax Deadlines for 2021
While the 2020 tax year saw some significant changes to filing deadlines due to the effects of the global pandemic, the 2021 tax season seems to be set to be on track with normal filing deadlines. With the pandemic still in sight, it is important to consider that...
Outlook 2021
More than most years , it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a surprisingly sharp reversal, a hotly contested election where passions ran high, the impact of...
COVID-19 Stimulus, Round Two: What Should You Know?
After months of intense debate, the House and Senate voted to pass a second COVID-19 economic stimulus bill and the President has signed it into law.1 At a total cost of $900 billion, this 5,600-page bill1 contains everything from individual payments to taxpayers2...
From the Team
Financial education straight from our advisors.
Resources
Financial resources to help you spend, save, and invest wisely.
Events
Each year we host a variety of appreciation and educational events.
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Our clients enjoy working with us because we share their values and appreciate that we care for them and not just their wealth.