May 5, 2021
You spring clean your house, your yard and even your car, what about your personal finances? In this episode the AMR team shares tips for spring cleaning your finances - including bank accounts, credit cards, investments, administration, life insurance, taxes, and estate planning.
May 3, 2021
Listen to what the AMR team has been itching to do once the pandemic has ended and what they don’t want to see revert to pre-pandemic times.
Chris, Brian and Jeff Perry comment on President Biden’s address to Congress last week and how the policy implications could impact portfolios and taxes.
Fiscal policy has...
Apr 28, 2021
Chris and Brian talk about speculative investments, including IPOs, venture capital, private equity, cryptocurrency. Speculative investing my have a place in some portfolios, but it can come with risk.
AMR addresses client questions that have come in through the mailbag - President Biden's Infrastructure plan and real...
Apr 26, 2021
Chris and Brian review market conditions and portfolio designs from the latest AMR Quarterly Economic & Market Update webinar. They also talk about speculative investments, such as cryptocurrency, Game Stop, and more.
Be sure to reach AMR's latest Investment Insights, a review of the Economic & Market Update webinar,...
Apr 19, 2021
The AMR team shares best practices on how to create a paycheck in retirement. They talk about social security, pensions, work retirement accounts, IRA RMDs, and more.
All of these individual income streams should be looked at as part of a big picture when deciding when and how to withdrawal from them for cashflow.