AAM Weekly Market Wrap – June 29 2015
June 29, 2015
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Weekly Market Wrap: Stocks slipped lower last week as Greece credit problems were still unsolved but US data continued to impress. For The Week
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Charitable Giving Opportunities for Affluent Investors
June 26, 2015
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Key Points Donor-Advised Funds — Offer Convenience and Flexibility Family Foundations — Building a Legacy, Reaping Tax Benefits Private Foundations vs. Supporting Organizations Balance Giving
Washington Hotline – June 23 2015
June 23, 2015
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WASHINGTON NEWS Taxpayer Bill of Rights Enhancement Act of 2015 On June 16 Sen. Chuck Grassley (R-IA) and Sen. John Thune (R-SD) introduced the Taxpayer
AAM Weekly Market Wrap – June 22 2015
June 22, 2015
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Weekly Market Wrap: Stocks continued higher last week as the Fed kept interest rates as is and still no deal for Greece. For The
Midcap Funds: Why They May Be the “Just Right” Investment for You
June 19, 2015
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Midcap stocks have the potential to provide performance similar to that of small-cap stocks with less of their volatility.1 For investors looking to more fully
Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!
June 17, 2015
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A distribution is a payout of realized savings and earnings from a 401(k) or other retirement plan. In general, you must begin taking distributions from
Washington Hotline – June 16 2015
June 16, 2015
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WASHINGTON NEWS Identity Fraud Security Summit On June 11th IRS Commissioner John Koskinen announced a new partnership between federal, state and private companies to fight
AAM Weekly Market Wrap – June 15 2015
June 15, 2015
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Weekly Market Wrap: Stocks edged higher last week as a Greek debt deal remains in doubt while inflation data in the US remained steady.
Social Security Tips for June
June 12, 2015
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To get your social security information create your own account. www.socialsecurity.gov/myaccount ____________________________________________________________________ A new online service is now available for replacement Medicare Cards. Medicare
Washington Hotline – June 9 2015
June 9, 2015
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WASHINGTON NEWS Safeguarding Tax Records during Hurricane Season On June 1, the IRS published IR-2015-83 and offered tips on safeguarding your financial and tax records.
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