Self-employment is an important career choice for many people, and it is an option elected by many seniors and baby boomers. But with this choice comes the need to provide your own health insurance, which can be a formidable expense. And, thanks to the Affordable Care Act, a necessary one starting in 2014. If you […]
Archive | November, 2014
Washington Hotline – November 25 2014
WASHINGTON NEWS Tax Extenders – One Year or Permanent? As the Thanksgiving holiday rapidly approaches, there are significant negotiations underway on the tax extenders bill. Senate Finance Committee Chairman Ron Wyden (D-OR) presented House Ways and Means Chair Dave Camp (R-MI) with the latest Democratic proposal. Chairman Camp has openly stated that he would like […]
AAM Weekly Market Wrap – November 24 2014
Weekly Market Wrap: The S&P 500 continues to surge higher on positive US data and stimulus from overseas. For The Week The S&P 500 index added 1.16% to 2063.50 Oil rose 0.91% to $76.51 Gold gained 0.86% to $1,201.32 The US Dollar rose 0.86% at $88.29 against other major world currencies. 2014 Year-To […]
Take Steps to Keep Your Retirement Income Stream Flowing
After years of accumulating assets, the time will come for you to begin drawing on those assets to provide income throughout retirement. Before that day arrives, be sure to consider some steps to assist you in keeping your retirement income stream flowing. Set a Sustainable Withdrawal Rate As tax-advantaged retirement savings vehicles such as 401(k)s […]
Family Foundations: Keep Fundamentals in Mind When Investing Assets
When managing family foundation assets your goals are generally twofold: strive to generate current income while also preserving principal to help the family continue to meet its long-term charitable objectives. Often families will find that many of the investment principles used in managing individual portfolios also apply to foundations. Following are some “evergreen” investment strategies […]
Washington Hotline – November 18 2014
WASHINGTON NEWS IRA Rollover and Tax Extenders Debate As the House and Senate return for the November lame-duck session, both leadership elections and tax extenders are on the front burner. Sen. Mitch McConnell (R-KY) will be the Majority Leader and Sen. Harry Reid (D-NV) will be the Minority Leader in the Senate in January. Next […]
AAM Weekly Market Wrap – November 17 2014
Weekly Market Wrap: The S&P 500 closed at another new high on positive domestic economic data and a better-than-expected GDP report out of Europe. For The Week The S&P 500 index added 0.39% to 2039.82 Oil dropped 3.60% to $75.82 Gold rose 1.33% to $1,191.07 The US Dollar slipped 0.03% at $87.54 against other […]
Consider an Investment in Vacation Real Estate
A vacation home can bring a lifetime of enjoyment and priceless memories to you and your family. It also can be viewed as a smart long-term investment that offers asset diversification and tax benefits. An Improving Environment According to the National Association of Realtors® (NAR) 2014 Investment and Vacation Home Buyers Survey — which covers […]
Washington Hotline – November 11 2014
WASHINGTON NEWS Lame-Duck Focus on Tax Extenders When Congress returns to Washington on November 17, it will need to address its unfinished business. Over 50 provisions known as “tax extenders” have not yet been enacted for 2014. The House of Representatives has passed 12 provisions in permanent legislation, but has not acted on the other […]
AAM Weekly Market Wrap – November 10 2014
Weekly Market Wrap: Stocks continued higher despite a lower than expected October jobs report while a US manufacturing report rebounded. For The Week The S&P 500 index added 0.69% to 2031.92 Oil fell 2.35% to $78.65 Gold rose 0.31% to $1,175.49 The US Dollar added 0.79% at $87.57 against other major world currencies. […]
