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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

AMJ Financial keeps you informed and up-to-date with unique industry analysis. Check out:
July 23, 2018
Market Commentary- 7/23/2018

Last week, there was some good news and some notable news. Here’s the good news: Corporate earnings have been strong. As of July 20, 17 percent of the companies in the Standard & Poor’s 500 Index had reported second quarter results. More than 85 percent of those companies reported positive earnings surprises, according to FactSet, […]

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July 20, 2018
Beneficiary Form Checklist

Naming the beneficiaries of your retirement assets may seem like an obvious task to complete as you plan for the future, but it is often also one of the most overlooked. Failing to properly update your beneficiary forms can compromise the legacy you worked so hard to build. To help ensure your assets are handled […]

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July 13, 2018
Avoiding 72(t) Mistakes

Are you under age 59½ and looking for a way to withdraw from your IRA without being hit with the 10% early distribution penalty? A 72(t) payment schedule may be the solution. 72(t) payments are a series of substantially equal periodic payments made from an IRA that can be used to avoid the 10% early […]

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July 6, 2018
Planning for HSA Distributions

Funding a Health Savings Account, or HSA, is a great way to save and pay for qualified out-of-pocket medical expenses. But are you familiar the withdrawal rules that come with these accounts? The penalty for failing to follow HSA distribution rules can result in you not only having to pay income tax on the entire […]

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June 29, 2018
How to Prepare for a Changing Bond Market

The words ‘bear market’ have been bandied about a lot lately. When you read or hear them, remember to respond the same way you would if you saw an actual bear in the woods – by staying calm and keeping your wits about you. A changing bond market environment creates challenges for investors and financial […]

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June 19, 2018
Is a Trusteed IRA a Good Strategy for You?

Leaving a legacy to your loved ones may be important to you, but when the time comes for your beneficiaries to receive your IRA assets, are you confident they will use their inheritance in a way that you’d want them to? There are options available for you to have varying levels of control over how […]

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June 1, 2018
Retirement Plans: Aging "in place" - Best Cities

“There’s no place like home.”1 Conjuring an image of ‘home’ was a lot easier for Dorothy than it is for people who are on the cusp of retirement. After all, isn’t retirement supposed to be a new start? Aren’t retirees supposed to wave goodbye to friends and family as they head for new adventures in […]

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May 14, 2018
Market Commentary - 5/14/18

Splash! How do employers lure staff in a tightening labor market? The curly tail grubs and spinnies of the business world are higher wages and better benefits. During the past decade, the employment picture in the United States has shifted dramatically. In mid-2009, 15.4 million unemployed Americans were chasing 2.2 million available jobs. At the […]

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May 11, 2018
The Roth Conversion Conversation

Are you wondering whether you should convert your traditional IRA to a Roth IRA? You may have heard of the tax benefits of a Roth, but how do you know if it’s the right move for you? Converting to a Roth IRA can come with several benefits, but there are a few factors you should […]

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