Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries’ financial security, women […]
Archive | August, 2014
Washington Hotline – August 26 2014
Washington News Koskinen Warns of IRS Problems Speaking to the National Society of Accountants (NSA) in Baltimore on August 21, IRS Commissioner John Koskinen warned […]
AAM Weekly Market Wrap – August 25 2014
Weekly Market Wrap: The S&P 500 index continued higher this week back into all-time territory as tensions eased overseas and housing data led stocks higher. […]
Is It Time to Rebalance Your Plan Investments?
If you have not reviewed your plan holdings lately, you may be surprised at what you’ll find. Even if you have not made a single […]
Washington Hotline – August 19 2014
Washington News Con Artists Posing as IRS Agents Timothy Camus, Deputy Inspector General for Investigations at the Treasury Inspector General for Tax Administration, spoke on […]
AAM Weekly Market Wrap – August 18 2014
Weekly Market Wrap: The S&P 500 index added to last week’s gains as tensions eased overseas and the hopes that negative US economic data would […]
Mutual Fund Categories: A Primer for New Investors
With thousands of mutual funds1 available today, selecting the most suitable ones for your portfolio can be tricky business. Overwhelmed by the sheer number of […]
Washington Hotline – August 12 2014
Washington News Senators Welcome Walgreens’ Decision Walgreens Co. has recently been under pressure from Washington to keep its corporate headquarters in America. On August 6, […]
AAM Weekly Market Wrap – August 11, 2014
Weekly Market Wrap: Stocks ended a more volatile week on a positive note adding back some of last week’s losses despite escalating concerns out of […]
Life Insurance and Your Estate Plan
Managed wisely, life insurance can be an effective component of an estate planning strategy.1 Under the IRS’s Unlimited Marital Deduction provision, assets may pass free […]
