AAM Monthly Newsletter March 2010

Welcome to my first “blog” edition of the monthly AAM newsletter email. Please post a comment below to let me know what you think.

Client Service Update: I will be rolling out a new client account review process in the coming months. Basically each client will have dates throughout the year that I will be specifically reviewing their accounts and goals (in addition to my normal day-to-day review of investments). When that is happening I will send out a review card for clients to call me if there are any changes to their financial position or goals that would change how I manage the accounts. 

For the month ended February 2010 the S&P 500 closed at 1,104, ending the month up about 1.7%.  Gold finished the month at $1,117 per oz.  Oil finished at $79.66 per barrel.

Mortgage Rates
Mortgage rates fell lower in the last two months since my last newsletter. The Schwab Bank 15-year rate is now at 4.44% and the 30-year rate is at 5.08%. These rates are as of 3/5/2010 and assume no points, no origination fee and a $250,000 mortgage.

To read to articles listed below go to my website :


Ways to Afford Your Retirement Account Catch-Up Contributions
Turning 50 might not be everyone’s idea of excitement, but when it comes to saving for retirement, 50 is when things start getting a lot more interesting.

Stepping In Financially For An Older Relative at a Time of Need
No one wants to give up control of their lives. That’s true for someone who’s 20 or 80. But if you sense an older relative is slowing down, or if a serious illness is threatening the finances of any loved one, it’s time to fashion a battle plan.

When Doing Your Own Taxes Makes Sense…And When It Doesn’t
Tax deadline is April 15, so if you haven’t begun gathering your annual tax records it’s time to do so. Every year, however, people’s lives change – they buy and sell houses and move, they take new jobs, have kids, buy and sell stock. Those and dozens more reasons might give you cause to hire a tax preparer. It’s worth going over the primary reasons why some people should get help with their taxes and others can continue going it alone.

New Careers After Age 50 – Where The Jobs Are and How to Spruce Up Your Skills
During the recent recession, many have found themselves back in the job market after age 50 due to layoffs or changing demands at their employers. Yet as life expectancies lengthen, a late career change isn’t always a negative. It may be a welcome chance to renew, re-educate and restart a full life.


If you no longer wish to receive my emails either let me know by replying to this email, calling me at 616-531-5220 or mailing me at 4555 Wilson Ave SW Ste 2, Grandville MI 49418.

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Advanced Asset Management
4555 Wilson Ave SW, Suite 2
Grandville, MI 49418

Phone: (616) 531-5220