Aug 2, 2021
Chris and Jeff Perry discuss the July 31st Debt Ceiling deadline. Once the Congress borrowing limit is reached, lawmakers must raise the ceiling before Treasury can issue more debt (e.g., bonds) to pay US obligations.
The national debt is currently $28 trillion, not counting entitlements (
Jul 28, 2021
The AMR team talks about the recent Wall Street Journal article on life expectancy dropping by 1-5 years in 2020 - the largest decline since at least World War II.
Scott shares financial planning tips for widowhood. One of the most important is ensuring that cashflow needs are being met to cover expenses.
Jul 26, 2021
Chris and Brian discuss performance for the first half of 2021 and the factors driving the market.
The S&P average annual returns have been at 14% for the prior decade and the all-stock index has surpassed 14% over the last six months.
Covid continues to be a concern, with the Delta variant 3x more contagious. However,...
Jul 21, 2021
Do you have financial and personal goals? Jeff Perry and Jeff Tomaneng discuss SMART (Specific, Measurable, Attainable, Relevant, Time-bound) goals and why they are important.
Brian discusses how energy prices affect inflation and the markets. The oil sweet spot price is where marginal cost meets marginal demand;...
Jul 19, 2021
Scott reviews AMR's 360 financial planning process. This process intends to understand one's comprehensive picture in order to provide the best financial guidance in consideration of a clients financial and life goals.
Jeff and Cathi discuss National Give Something Away Day. Don't forget to tell us about your favorite...