Advanced Asset Management

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Helping You Develop Wealthy Habits and Make the Most of your Financial Potential

My mission is to help you Plan for your goals, Manage your resources and Maximize your financial potential. I work for you and offer comprehensive services to help you make better financial decisions. With Advanced Asset Management, YOU get to choose how you want to work with a financial advisor. Because Ronald J VanSurksum is a fee-only advisor, most conflicts of interest are removed from the advisory process. Learn more about how Advanced Asset Management works for you. Call me today to schedule a no-obligation meeting to explore how we can serve you: (616) 531.5220 Learn more About Us, Our Services, Our Staff, our investment Partners and Links, or Contact us and get your own AAM Newsletter subscription.

Washington Hotline – August 19 2014

Washington News Con Artists Posing as IRS Agents Timothy Camus, Deputy Inspector General for Investigations at the Treasury Inspector General for Tax Administration, spoke on August 12 to the National Association of Tax Professionals in Orlando, Florida. He reported that over 1,100 taxpayers have been fleeced of $5.25 million by con artists claiming to represent [...]

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Mutual Fund Categories: A Primer for New Investors

With thousands of mutual funds1 available today, selecting the most suitable ones for your portfolio can be tricky business. Overwhelmed by the sheer number of funds, new investors understandably may be confused. Included below is a summary of a number of common mutual fund categories. Once you have some understanding of the different fund categories [...]

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Washington Hotline – August 12 2014

Washington News Senators Welcome Walgreens’ Decision Walgreens Co. has recently been under pressure from Washington to keep its corporate headquarters in America. On August 6, Walgreens announced that it will acquire Swiss drug wholesaler Alliance Boots GmbH, but will not “invert” or move its business headquarters to Switzerland. The Walgreens press release stated, “The Walgreens [...]

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