Author Archive | Advanced Asset Management

13 Tech Stocks with Big Promise

13 Tech Stocks with Big Promise:   http://www.kiplinger.com/slideshow/investing/T058-S002-13-tech-stocks-with-big-promise/index.html   By Daren Fonda, Associate Editor | From Kiplinger’s Personal Finance, April 2017 Whatever they’re selling, companies often aim to entice you with a dazzling vision of the future. Whether it’s a reimagination of the car, a new treatment for cancer or a robot that can operate […]

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Washington Hotline – May 23, 2017

WASHINGTON NEWS 46% Reduction in IRS Identity Theft Reports On May 18, IRS Commissioner John Koskinen spoke to the Council for Electronic Revenue Communication Advancement (CERCA). He called the 2017 filing season “the smoothest filing season since I became Commissioner.” By May of 2017, the IRS received 139 million returns. Over 152 million are expected […]

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8 Things Home Buyers Will Hate About Your House

8 Things Home Buyers Will Hate About Your House: http://www.kiplinger.com/slideshow/real-estate/T010-S001-7-things-home-buyers-hate/index.html   By Pat Mertz Esswein, Associate Editor | February 2017 As a home seller, you don’t want to let the small stuff sabotage your sale. These eight problems are among the biggest buyer turn-offs, and most of them are easy to fix without spending a […]

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Time-Tested Tactics to Build Your Wealth

Time-Tested Tactics to Build Your Wealth: http://www.kiplinger.com/slideshow/investing/T023-S002-time-tested-tactics-to-build-your-wealth/index.html   By the Editors of Kiplinger’s Personal Finance | April 2017 We have doled out a lot of good advice over the 70 years we’ve been publishing Kiplinger’s Personal Finance magazine. So in many ways it was easy to come up with 70 ideas on how to create […]

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Washington Hotline – May 16, 2017

WASHINGTON NEWS Protecting Your Financial and Tax Records As the summer season approaches, the IRS published IR-2017-98 with suggestions for safeguarding your tax and financial records. Summer is often the peak season for hurricanes, tornadoes, floods and other natural disasters. Disaster Plans – Both businesses and individuals should have a disaster plan. It is helpful […]

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Not All 401(k) Plan Providers Are Created Equal

401(k) salary deferral plans are the most popular retirement plans today. Nearly every type of financial institution—banks, insurance companies, brokerage firms—offer 401(k) plan services. If your organization is considering offering a 401(k) plan for the first time—or it has a plan and you are reviewing its performance—there are several things to consider. Here is a […]

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