Researchers have found that investors have a tendency to psychologically exaggerate declines in the performance of an investment and to minimize gains. It’s a phenomenon […]
Archive | February, 2015

Washington Hotline – February 24 2015
WASHINGTON NEWS “Phishing” Warning for Tax Preparers In IR-2015-31, the IRS warned tax preparers to be on guard for “bogus emails.” IRS Commissioner John Koskinen […]

AAM Weekly Market Wrap – February 23 2015
Weekly Market Wrap: Stocks continued higher this week as Greece reached a 4-month extension on its debt deal while US manufacturing accelerated and beat expectations. […]
Put Time on Your Side With the Power of Compounding
Sometimes people put off saving for retirement because so many other things seem to get in the way. Do you find yourself among them? If […]

Washington Hotline – February 17 2015
WASHINGTON NEWS IRS “Dirty Dozen” Tax Scams On February 9 the IRS published IR-2015-26 and listed all 12 of the “Dirty Dozen” tax scams for […]

AAM Weekly Market Wrap – February 16 2015
Weekly Market Wrap: Stocks surged back into record territory as news from overseas improves with a possible cease fire in Ukraine, improvement in Greek debt […]
Getting Ready for a Fresh Start
Despite the potential long-term benefits of reviewing personal finances on an annual basis, it seems that many Americans still don’t make it a priority to […]

Washington Hotline – February 11 2015
WASHINGTON NEWS Selecting Your Tax Preparer The IRS published three letters this week that highlight some of the tax scams that are known as the […]

AAM Weekly Market Wrap – February 9, 2015
Weekly Market Wrap: Stocks rebounded last week as oil prices surged, news out of Europe was positive and US job growth beat. For The […]
Social Security Tips for February 2015
Beginning this tax season, any mySocialSecurity account holder who misplaces their original SSA-1099 will be able to request an instant replacement from our menu […]