A Different Kind of TAMP

A Different Kind of TAMP   The term “TAMP” is fairly well known among the investment advisory industry. For those not as familiar, TAMP means, Turnkey Asset Management Program. According to Investopedia, “TAMPs let professionals delegate asset management responsibilities to someone else who specializes in it.” In addition, “TAMPs also handle account administration, billing and…

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Senior Finances Worse in Retirement

MORE THAN 1/3 OF SENIORS SAY THEIR FINANCES ARE WORSE IN RETIREMENT A Harris Poll[i] commissioned by Transamerica Center for Retirement Studies® (TCRS) found that today’s retirees are living a precarious existence.   January 17, 2019 (Dynamic Wealth Advisors) A recent Harris poll shows that today’s retirees are living a financially precarious existence. How did this…

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