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 […]
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 […]
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 […]
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 […]
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 […]
What do you know about bonds? The bull market in bonds has persisted for 40 years. In September 1981, the interest rate on 10-year U.S. Treasury bonds was 15.8 percent. In 2020, the interest rate bottomed at 0.52 percent and has moved higher. Whether the bull market ends or continues, it’s important for investors to […]
The Rise of Burnout As we close in on the last quarter of 2021, we’re still battling the COVID-19 pandemic – and the highly contagious Delta variant. Add in the hurricanes, wildfires and smoky air, and busy holiday season and it’s a recipe for burnout. You and your clients are likely feeling a little bit […]