AMJ Financial Blog

Monthly Archives: April 2017

Estate Planning: How Inherited IRA Trusts Work

Are you thinking of naming a trust as your IRA beneficiary? You might want to reconsider making this move, unless you’re doing it for the right reasons. While naming a trust as your IRA beneficiary can add protections and provisions for how your hard-earned money is used, it can also make things more complicated and… Read More

Market Commentary – April 24, 2017

Last week, investors multi-tasked, pushing both U.S. bond and stock markets higher. In March, the Federal Reserve raised the Fed funds rates for the second time in three months. Typically, we would expect interest rates to rise and bond prices to fall, but interest rates have been falling and bond prices have been moving higher…. Read More

Adding Context to the Tax Reform Headlines

I have become frustrated with the headlines from the Media, whether they be the news media or blog writers, because they are written more to illicit an emotional response than to educate the public on problems and possible solutions.  Tax reform is a means to drive more growth in the US Economy. And with 90%… Read More

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Market Commentary – April 17, 2017

And the survey said… In late 2016, Natixis Global surveyed 500 institutional decision makers representing corporate pension plans, public pension plans, sovereign wealth funds, insurance companies, foundations, and endowments. Survey participants said market volatility, geopolitics, and interest rates were their top risk concerns for 2017. So far, U.S. stock markets haven’t proven to be very… Read More

Market Commentary – April 10, 2017

U.S. stock markets are sending mixed signals. If you look at the performance of the CBOE Volatility Index (a.k.a. the VIX or fear gauge), which is a measure of market expectations for volatility in the near future, it appears all is well and investors expect no unexpected events. Barron’s explained: “…which brings us back to… Read More

Top 10 IRA Rollover Mistakes

Nearing retirement? Changing jobs? Recently inherited a retirement account? There are many reasons to consider an IRA rollover, and if you answered yes to any of these questions, there is a good chance you’re a great candidate for this financial move. There are many benefits that come with an IRA rollover, including more investment options,… Read More

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Market Commentary – April 3, 2017

Happy birthday! Toward the end of the first quarter, the bull market celebrated its eighth birthday. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management wrote: “Eight years ago, on March 9, 2009, the S&P 500 closed at 677, down 57 percent from where it had been just 18 months earlier. 10-year Treasury yields… Read More