AMJ Financial Wealth Management

AMJ Financial Wealth Management

Category: Content
Type: Blog Article

Generated 2 days ago

New blog articles detected

  • Market Commentary – February 21, 2017

    Up! Four major U.S. benchmark stock indices closed at record highs for four consecutive days during Valentine’s Day week, reported Financial Times (FT). To date, positive corporate earnings and robust investor confidence have offset fiscal and political uncertainty and helped push U.S. stock markets higher, said sources cited by FT. With 82 percent of companies... Read More

  • Late Rollover Contributions

    Have you missed the 60-day deadline for your IRA rollover? Fortunately for you, the process to fix your error is now much easier (and cheaper) thanks to a new option that the IRS made available in 2016. The new self-certification process is available to all qualifying IRA or employer plan owners and provides a cost-effective... Read More

AMJ Financial Wealth Management

Category: Content
Type: Blog Article

Generated 1 week ago

New blog articles detected

  • Market Commentary – February 13, 2017

    What’s the word ‘phenomenal’ worth? It all depends on who says it. Barron’s shared Wilshire Associates’ calculations which indicated the word was worth about $175 billion – the amount markets gained last Thursday – when President Trump used it to describe the tax plan his administration will deliver “ahead of schedule.” Markets gained another $100... Read More

  • Choosing the Right Tax Professional – 5 Easy Steps

    Choosing the Right Tax Professional in 5 Easy Steps Managing taxes during retirement might be the single most important factor influencing your retirement lifestyle. As you transition from working for an income to withdrawing income from your savings and investments, you might have questions: How can I maximize my income while minimizing income taxes in... Read More

AMJ Financial Wealth Management

Category: Content
Type: Blog Article

Generated 2 weeks ago

New blog articles detected

  • Market Commentary – February 6, 2017

    U.S. stock markets were unsettled last week. President Trump’s executive order banning travel from seven predominantly Muslim countries to the United States for 90 days, in tandem with some disappointing earnings reports, inspired turmoil and uncertainty that helped push U.S. stock markets lower early in the week. The Dow Jones Industrial Average dropped below 20,000.... Read More

  • Guide to IRS Form 1099-R

    Guide to IRS Form 1099-R Have you started taking income from your retirement savings? Whether for planned income, an early distribution, or the required minimum distribution, you will receive a 1099-R to report this income on your 2016 tax return before long. A copy of this form is also provided to the IRS, so it... Read More

AMJ Financial Wealth Management

Category: Content
Type: Blog Article

Generated 3 weeks ago

New blog articles detected

  • Market Commentary – January 30, 2017

    An historic moment for U.S. stock markets… The Dow Jones Industrial Average surpassed 20,000 last week. Barron’s cautioned investors not to make too much of the milestone since, “There are only 30 stocks in the index so each one carries a lot of weight.” Regardless of the significance of the Dow’s move, U.S. stock markets... Read More

  • Planning for a Disclaimer in 5 Easy Steps

    Planning for a Disclaimer in 5 Easy Steps Saying “no thanks” to an inheritance might seem like a crazy idea to most, but don’t count it out until you know all the benefits. A disclaimer allows a beneficiary to refuse an inheritance, and as long as the rules are followed properly, it also lets the... Read More

  • Market Commentary – January 23, 2017

    Markets weren’t quite sure which direction to move last week. The Trump rally, which lost some steam, gained momentum early in the week. The Standard & Poor’s 500 Index finished January 19, the day before the inauguration, with its biggest election-to-inauguration gain since Bill Clinton won a second term in 1996, according to MarketWatch, and... Read More

  • Retirement Income

    Here’s a million dollar question: How will you transform your savings into income that will last throughout your retirement? There are probably as many answers to that question as there are retirees. However, all retirees may rely on some of the same income sources and strategies. For instance, we all hope Social Security benefits will... Read More

  • Market Commentary – January 17, 2017

    Around the world in a few paragraphs… The post-election adrenaline rush may be over in the United States. Barron’s reported: “The new year began with high hopes, with the bulls expecting the rally that began with Donald J. Trump’s election victory to continue into 2017, while the bears salivated at the opportunity presented by a... Read More

  • Industry Insights: Retirement is Not as Easy as it May Seem

    Retirement Can Be a Bed of Roses… …And, it may have some thorns. There’s something you should know about retirement. It’s not as easy as everyone makes it seem. Remember what life was like when you tied the knot? How about once you had children? Or, when you accepted a new job? Did things change... Read More

  • Market Commentary – January 9, 2017

    …And, they’re off! Bullish sentiment helped world equity markets get off to a fast start last week. Just name a country or region – developed markets, emerging markets, the United States, Latin America, Asia, Europe, the United Kingdom – and it’s likely the area’s benchmark index may have been up for the week. Not everyone... Read More

  • Market Commentary – January 3, 2017

    What a difference a year makes! At the start of 2016, investors were rather pessimistic and risk averse, preferring bonds to stocks. By the end of the year, they were quite optimistic and preferred stocks to bonds. In between, markets traveled a bumpy road. During January of last year, few investors imagined we would be... Read More

  • Market Commentary – December 27, 2016

    Missed it by that much… The Dow Jones Industrial Average (DJIA) got within 13 points of 20,000 last Tuesday. It finished the week about 90 points below the vaunted milestone. “The Dow has gained nearly 10 percent since the end of October, more than double its 4.1 percent rise during the first nine months of... Read More

  • Market Commentary – December 19, 2016

    The Federal Reserve put a hitch in the markets’ giddy-up last week. It wasn’t the Fed’s second interest rate hike in a decade that caused markets to stumble. December’s rate hike was old news before it happened. In mid-December, Reuters reported Fed funds futures indicated there was a 97 percent probability the Fed would raise... Read More

AMJ Financial Wealth Management

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • Market Commentary – September 26, 2016

    As expected… The U.S. Federal Reserve left rates unchanged last week and markets celebrated. Across the globe, national stock market indices finished the week higher. In the United States, the Standard & Poor’s 500 Index and NASDAQ gained more than 1 percent. Not everyone was thrilled with the decision, however. Three Federal Reserve presidents cast... Read More

AMJ Financial Wealth Management

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • Market Commentary – September 19, 2016

    If it’s not one thing, it may be another. Economic data released last week will factor into this week’s Federal Open Market Committee (FOMC) decision on whether to push interest rates higher in the United States. Some of the August data supports the idea economic growth was soft. For example, August retail sales fell more... Read More

AMJ Financial Wealth Management

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • Market Commentary – September 12, 2016

    The Markets Blame it on the central banks! After 44 consecutive sleepy, summer days when Barron’s reported the Standard & Poor’s 500 Index opened and closed without a 1 percent move in either direction, the index tumbled last week – and so did indices in other markets around the world. What roused investors from complacency?... Read More

AMJ Financial Wealth Management

Category: Content
Type: Blog Article

Generated 5 months ago

AMJ Financial Wealth Management

Category: Content
Type: Blog Article

Generated 6 months ago

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