There is a rare breed of asset-management pro that doesn’t take a commission, isn’t interested in giving self-serving advice, and above all, genuinely looks into […]
Archive | July, 2013
Supreme Court Expands Access to Tax, Retirement, and Other Benefits for Same-Sex Couples
The Supreme Court decision to strike down the Defense of Marriage Act (DOMA) — ruling key aspects of the law as unconstitutional — immediately opens […]
Why Bother with Asset Management? How a Fee-Only Financial Planner in West Michigan Can Help
Asset managers are dime a dozen. Every Wall Street hotshot loves to call himself or herself an asset manager, implying that he or she has […]
Washington Hotline – July 23, 2013
Washington News Baucus and Camp at Economic Club in Washington Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave […]
AAM Weekly Market Wrap – July 22, 2013
Weekly Market Wrap: US Stock indexes were mixed this week as Fed Chairman Bernanke spoke and supported future asset purchases as long as it is […]
Tactical Asset Allocation: Fine Tuning a Longer-Term Strategy
Strategic asset allocation, the practice of maintaining a strategic mix of stocks, bonds, and cash, has guided many investors in creating portfolios that suit their […]
Washington Hotline – July 16, 2013
Washington News Twin Cities Talk Tax Reform Senate Finance Committee Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) […]
AAM Weekly Market Wrap – July 15, 2013
Weekly Market Wrap: Stocks continued higher this week as the Fed eases concerns about tapering too soon and positive sentiment overseas. For The Week […]
Working Past Your Normal Retirement Age
The Great Recession has many older Americans considering the prospects of staying in the workforce past their normal retirement age. But working past your normal […]
Washington Hotline – July 9, 2013
Washington News Employer Health Insurance Mandate Delayed Treasury Assistant Secretary for Tax Policy Mark Mazur posted information on July 2 that the White House […]
