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MARKETS are ALWAYS in flux

You can't make a rational decision about your financial future based on fear of the past.

Industry Insights Index

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October 4, 2022
Lessen the Squeeze: Cost-Saving Tips During Inflation

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 […]

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June 7, 2022
Ed Slott Advanced Training Completed - Angela Bender

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 […]

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April 18, 2022
A Toast to Your Wealth...and Health - 4/18/2022

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 […]

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April 12, 2022
Credit Freeze Info and More

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 […]

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March 22, 2022
SECURE Act Regulations are here

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 […]

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December 30, 2021
May 2022 Be Your Best Year Yet

Poet Juansen Dizon once said, “I hope you realize that every day is a fresh start for you. That every sunrise is a new chapter in your life waiting to be written.”1 While circumstances beyond our control took the wheel over the nearly past two years, 2022 might be the year where we can be […]

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December 17, 2021
Christmas Traditions - 12/14/2021

Wishing You the Merriest Christmas Perhaps Dr. Seuss said it best: “Christmas will always be as long as we stand heart to heart and hand in hand.”1 Dr. Seuss also said, “Christmas can’t be bought from a store. Maybe Christmas means a little bit more.”2 After these past couple years, we can enjoy the spirit […]

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November 16, 2021
The Power of Giving Thanks

Gratitude is an expression of appreciation for all we have in addition to being an affirmation of goodness and warmth.1 This Thanksgiving, there are so many things for which to be grateful: our families, our health, and our successes. Here are some ways you can express gratitude this Thanksgiving: Pass the gratitude basket. Give everyone […]

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November 1, 2021
Happy Veterans Day

Freedom is not free. It has come at the expense of the sacrifices made by the brave men and women in uniform. The late poet, Maya Angelou, said “How important it is for us to recognize and celebrate our heroes and she-roes!”1 Veterans Day was first celebrated as Armistice Day on November 11, 1919, marking […]

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Investment advisory services offered through AMJ Financial Wealth Management LLC

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