How will you choose to allocate your accumulated wealth during the course of your lifetime? The decisions are complicated and very personal. Philanthropic giving can […]
Archive | October, 2013

Washington Hotline – October 29, 2013
Washington News Individual Mandate Effective March 31 With the highly publicized problems of the Affordable Care Act and the website healthcare.gov, the White House […]

AAM Weekly Market Wrap – October 28, 2013
Weekly Market Wrap: Stocks gained for the third straight week as a weak September payroll report equaled no taper from the Fed and data from […]
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 for October
Military service members can receive expedited processing of disability claims from Social Security. Benefits available through Social Security are different than those from the Department of […]

Washington Hotline – October 22, 2013
Washington News Washington Resumes Normal Operation With passage of a bill to restore government operations, Washington is now returning to the normal level of […]

AAM Weekly Market Wrap – October 21, 2013
Weekly Market Wrap: Stocks jumped last week as Washington hammered out a new short-term debt deal and Chinese data beat expectations. For The Week […]
Creating a Plan for Effective Wealth Transfer
Investors often concentrate on accumulating assets, but how much time and energy is spent on preserving those hard-earned assets for future generations? Not nearly enough. […]

Washington Hotline – October 15, 2013
Washington News House Thanksgiving Debt Limit Plan As of Friday, October 11, the House had advanced a plan to increase the debt ceiling. The […]

AAM Weekly Market Wrap – October 14, 2013
Weekly Market Wrap: Stocks rose last week as budget and debt ceiling negotiations in Washington resumed and limited economic data due to the shutdown failed […]