AMJ Financial Blog

Monthly Archives: June 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… Read More

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Market Commentary- 6/25/2018

What time is it? The yield curve may be the pocket watch of economic indicators. It’s been around for a long time and it’s often right, but not always. The yield curve is the difference between the interest paid on two-year government bonds and 10-year government bonds. In normal circumstances, an investor would expect to… Read More

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… Read More

Market Commentary- 6/18/2018

Deal or no deal? Last week opened with heightened trade tensions between the United States and its allies. It closed with the United States imposing new tariffs on $50 billion of Chinese goods. The Chinese declared it was the start of a trade war, reported Financial Times. U.S. markets largely ignored the potential impact of… Read More

Market Commentary- 6/11/2018

G whiz! Never before could the Group of 7 (G7) Summit have been mistaken for reality TV. The generally dignified annual meeting of leaders from the United States, Canada, France, Germany, Italy, Japan, and the United Kingdom (along with the heads of the European Commission and European Council) was a lot more contentious than usual,… Read More

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Market Commentary- 6/4/2018

If the countries were instruments, last week sounded like a fifth grade garage band. World markets were buffeted by a clamor of good, bad, and unexpected news last week. Events that captured media and investor attention included: Taxing America’s allies. Early in the week, investors weren’t the only ones riled by the administration announcement it… Read More

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… Read More