You probably know about the benefits of tax-deferred investment accounts. But did you know that there is a special IRS provision that potentially allows you […]
Archive | July, 2016
Analyzing a Company’s Stock
What makes a company a good investment? Investment professionals consider several factors when they’re selecting companies to include in a stock portfolio. Here are some […]
Washington Hotline – July 26, 2016
WASHINGTON NEWS Natural Gas Disaster Tax Relief In Announcement 2016-25; 2016-31 IRB 1, the IRS announced that it will exclude most payments to residents affected […]
AAM Weekly Market Wrap – July 25, 2016
Weekly Market Wrap: Stock add to gains as housing and manufacturing data both add to positive sentiment. For The Week The S&P 500 gained […]
Avoid These Financial Traps — They May Be Hazardous to Your Wealth
Money. It’s hard to get and easy to lose. It doesn’t take long for the wealth you’ve accumulated to disappear if you don’t manage your […]
Transferring Assets to a 529 Plan
By now most Americans who are saving and investing to pay for college costs have probably heard that so-called 529 college savings plans allow tax-free […]
Washington Hotline – July 19, 2016
WASHINGTON NEWS No Tax on Olympic Medals With a unanimous voice vote, the Senate on July 12 passed the United States Appreciation for Olympians and […]
AAM Weekly Market Wrap – July 18, 2016
Weekly Market Wrap: Stocks continue higher for 3rd straight week as 2Q earnings season kicks off. For The Week The S&P 500 added 1.49% […]
Diversifying Your Portfolio With Midcap Stocks
Long eclipsed by their bigger and smaller brothers, midcap stocks clearly suffer an image problem. Most have yet to achieve the universal coverage and broad […]
Social Security Tips – July 2016
Unexpected changes may take place after your client makes a decision about when to start receiving Social Security retirement benefits. If that’s the case and […]
