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Industry Insights Index

AMJ Financial keeps you informed and up-to-date with unique industry analysis. Check out:
February 10, 2017
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 […]

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February 3, 2017
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 […]

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January 27, 2017
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 […]

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January 20, 2017
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 […]

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January 12, 2017
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 […]

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October 3, 2016
Market Commentary - October 3, 2016

Markets were relatively calm during the third quarter of 2016, yet they delivered some attractive returns overall. In the United States, all three major U.S. indices posted record highs twice during a single 7-day period in August, reported CNBC.com. The Standard & Poor’s 500 Index (S&P 500) experienced a 51-day streak without at least a […]

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September 13, 2016
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? […]

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August 16, 2016
Market Commentary - August 16, 2016

How do you measure stock market valuation? If you look at conventional measures – like price-to-earnings (P/E) ratios – then U.S. stock markets appear to be pricey. The Wall Street Journal reported trailing 12-month P/E ratios are high when compared to 10-year averages. High P/E ratios haven’t dampened investors’ interest in U.S. stocks, and share […]

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December 15, 2015
Waiting with baited breath...12/15/2015 By: Angela Bender

December is historically a robust month in the Equity markets as measured by the S&P 500. This period of time has even given birth to the famed nickname the “Santa Clause” rally. This year, along with the strange El Nino Weather pattern in the Northeast, we are left to wonder is Santa Clause indeed going […]

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