Setting up a custodial account can be a smart move for adults who want to gift their assets and help their children become financially independent. […]
Archive | January, 2013
Washington Hotline – January 29, 2013
No Budget, No Pay for Congress On January 22, 2013, the House of Representatives on a bipartisan vote passed the “No Budget, No Pay Act […]

Weekly Market Wrap – January 27, 2013
Weekly Market Wrap: The S&P 500 ended the week above the 1,500 level on positive earnings reports and world economic data. For The Week […]
Considerations for Inherited Retirement Assets
Your options in managing assets that you inherit from a loved one’s qualified retirement plan may depend on the type of retirement plan in question […]
Washington Hotline – January 22, 2013
Secretary Geithner Requests Debt Limit Increase In a letter to Speaker John Boehner (R-OH), Minority Leader Nancy Pelosi (D-CA), Senate Majority Leader Harry Reid (D-NV) […]

AAM Weekly Market Wrap – January 18, 2013
Weekly Market Wrap: Stocks continued to march higher finishing the week at 5-year highs on stronger than expected data out of China and another drop […]
Washington Hotline – January 15, 2013
IRS Delays Tax Filing Until January 30 With the passage of the American Taxpayer Relief Act (ATRA) on January 1, the IRS faced a challenge […]

AAM Weekly Market Wrap – January 13, 2013
Weekly Market Wrap: The S&P 500 reached a five year high on Thursday and ended the week higher as the US fourth quarter earnings season […]
Expand Your Investment Horizon With Foreign Bonds
Why would you invest in bonds issued in a country half way around the globe when there are so many issued right here in the […]
Social Security Tips – January 2013
Social Security expanded the services available with a mySocialSecurity account, a personalized online account that people can use beginning in their working years and continuing […]