AMJ Financial Blog

Category: Wealth Management

5 Qualities to Look for in a Financial Advisor

Hiring a financial advisor can be a great way to navigate the complicated financial scene and safeguard your future. But not all advisors are created equal. Here are 5 qualities to look for when you are deciding which financial advisor is right for you: 1. Personality. Your financial advisor’s personality may not seem like that big of… Read More

Categorized in: Investment, Wealth Management |

After security breaches, is cash king?

After recent high-profile security breaches at major retail stores like Target, Neiman Marcus and Michael’s, millions of consumers are left wondering if they should return to using cash instead of credit and debit cards, as well as other cash-free customer payment systems. But, in an increasingly technology-driven society, will security threats make cash king? Not necessarily. Some credit card… Read More

Categorized in: Wealth Management |

Investing in a Roth as Part of College Education Planning

A Roth IRA can be a smart way to save for a child’s education or fund continuing education classes. However, the key is to maintain the right amount of risk depending on when the money will be used for college expenses. Education Planning doesn’t have to be complicated, especially with the guidance of a respected financial adviser. According to… Read More

Building Wealth is more than just investments

Recently I met with a couple that was referred to me by a long time client.  At the meeting a comment was made that if a “financial advisor” starts talking to you about your taxes and estate planning you should run away.  I know that sentiment is out there, because this was surely not the… Read More