By: Philip Blancato, President & CEO, Ladenburg Thalmann Asset Management Overview: Silicon Valley Bank (SVB), a significant financial lender servicing venture capital firms and tech companies was shut down by California regulators on March 10, 2023. At the time, SVB was the 16th largest bank in the U.S., with over $212 billion in assets. SVB […]
By Genevieve Waterman, Director, Economic and Financial Security – National Council on Aging Key Takeaways Scams targeting older adults are on the rise. In 2021, there were 92,371 older victims of fraud resulting in $1.7 billion in losses. The most common financial scams targeting older people include government impersonation scams, sweepstakes scams, and robocall scams. […]
By: Gema de las Heras Consumer Education Specialist – Federal Trade Commission November 4, 2022 If you or one of your loved ones are on Medicare, you’re probably aware that open enrollment ends on December 7. And you’re probably reviewing and comparing different options to select a plan that’s right for you. But as you shop […]
Angela Bender Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws Angela Bender, managing partner of AMJ Financial Wealth Management completed her semiannual training with America’s IRA […]
We’ve worked on your budget, but we might not have been able to escape the squeeze that many of us are feeling due to rising costs. At the time of this writing, inflation, which measure the rise in prices over time for a basket of goods and services that represents consumer spending,1 is hovering at […]
Bender Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws Leesburg, VA – Angela Bender, managing partner, completed her semiannual training with America’s IRA Experts at […]
It’s a new world out there. We’ve survived a global pandemic and new opportunities await! But those new opportunities might require us to be a bit healthier – both with our wealth and our health. Forbes reports that there is a deep connection between our health and our wealth. The article reports that the ancient […]
Identity theft - Criminals have been using other people’s personal information (Social Security numbers, names, addresses, birth dates, etc.) to obtain money or credit for many years. Recently, scammers have also been filing false tax returns. The IRS has implemented measures that appear to be effective. Regardless of the progress that has been made, the […]
On February 23, 2022, the IRS released proposed SECURE Act regulations. These long-awaited regulations offer guidance on many parts of the SECURE Act. The new rules are effective immediately. Click here for a pdf with pertinent highlights. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC Investment Advisory Services offered through AMJ Financial Wealth Management LLC […]