More professionals, business owners, directors, and wealthy individuals are creating Delaware Trusts. Delaware’s favorable trust laws have made these instruments increasingly popular as an effective […]
Archive | May, 2015

Washington Hotline – May 26 2015
WASHINGTON NEWS Highway Bill Extended to July 31 After 33 prior temporary plans for the Highway Trust Fund, on May 19, the House voted 387-35 […]

AAM Weekly Market Wrap – May 25 2015
Weekly Market Wrap: Stocks moved higher for the third week in a row as leading economic indicators continued to rise and inflation remained tame. […]
Interest Rates: What’s the Connection to Your Portfolio?
When it comes to interest rates, one thing’s for certain: What goes down will eventually come up. The federal funds rate — the rate on […]
How Do I Know If My IRA Contributions Are Tax Deductible?
Contributions to a traditional IRA are tax deductible if you don’t already participate in an employer-sponsored retirement plan. For 2015, the maximum you can contribute […]

Washington Hotline – May 19, 2015
WASHINGTON NEWS Highway Trust Fund Bill Slowly Rolling Forward On May 31 the current bill to provide funding for the Highway Trust Fund will expire. […]

AAM Weekly Market Wrap – May 18, 2015
Weekly Market Wrap: Stocks continued higher for the second week in a row despite disappointing April retail sales and manufacturing data. For The Week […]
Making Sense of Mutual Fund Lingo
The jargon of investing may seem designed to confuse, but understanding a few of the terms can help you navigate your way more easily through […]
Social Security Tips for May 2015
There is always a lot of confusion related to spouse’s benefits and retirement benefits. Many are eligible for both but are unsure of how to […]

Washington Hotline – May 12, 2015
WASHINGTON NEWS IRS Employees Who Evade Taxes The Treasury Inspector General for Tax Administration (TIGTA) published a report on April 14 that showed IRS employees […]