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Archive for September, 2012

September 29, 2012- 3rd quarter review and more

By on September 29, 2012 in Radio Show with 0 Comments

In the first of our new longer format, Chris Boyd was joined by his guest co-host, Atty. Susan Huettner, whose specialty involves family law. They discussed both the markets and economic conditions at the end of the third quarter, before discussing tips on what mistakes to avoid when dealing with a divorce. These tips were […]

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September happenings at AMR

By on September 27, 2012 in Newsletter Articles, Uncategorized with 0 Comments

The fall season is proving to be very busy at AMR. We added the branch office in Dedham run by Michael Perna, CFP®, have closed the branch office in Dennis and will be moving our Centerville location shortly.

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Should You Make Large Gifts in 2012?

By on September 27, 2012 in Estate Planning, Newsletter Articles with 0 Comments
Should You Make Large Gifts in 2012?

Currently, the exemptions for federal gift tax, estate tax, and generation-skipping transfer (GST) tax are at historic highs, and the gift, estate, and GST tax rates are at historic lows. But, in 2013, the exemptions are scheduled to substantially decrease, and the tax rates are scheduled to substantially increase.

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Withdrawals from Traditional IRAs

Withdrawals from Traditional IRAs

In these challenging economic times, you may be considering taking a withdrawal from your traditional IRA. While you’re allowed to withdraw funds from your IRAs at any time, for any reason, the question is, should you?

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Do I have the right type of life insurance?

By on September 27, 2012 in Insurance, Newsletter Articles with 0 Comments
Do I have the right type of life insurance?

Your need for life insurance changes as your life changes. You may need less life insurance when you’re younger, but as you take on more responsibilities and as your family grows, the amount and type of life insurance that fits your circumstances changes.

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Should I buy my life insurance through my employer or on my own?

By on September 27, 2012 in AMR, Newsletter Articles with 0 Comments
Should I buy my life insurance through my employer or on my own?

Many companies offer their workers employer-sponsored life insurance coverage as part of their employee benefits package. If you’re offered this opportunity, it may be in your best interest to accept. Buying life insurance through your employer can be a relatively inexpensive and hassle-free way to get some of the life insurance coverage you need.

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Michael Perna, CFP® joins AMR

By on September 27, 2012 in AMR, Newsletter Articles with 0 Comments
Michael Perna, CFP® joins AMR

The addition of Michael Perna, CFP® to Asset Management Resources, LLC (AMR,LLC) is now official. We are so excited to have Michael as part of our talented team of advisors. We met when we were both working for New York Life, over 20 years ago. We have remained friends and I jumped at the chance […]

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Market Week: September 24, 2012

By on September 24, 2012 in Market Week with 0 Comments

The Markets Equity markets paused to digest the strong gains of the previous two weeks, but still managed to remain close to multiyear highs. Small caps, which had seen the biggest gains recently, gave back the most.

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Market Week: September 17, 2012

By on September 17, 2012 in Market Week with 0 Comments

The Markets Equities had a second strong week, helped along by a German court and the Federal Reserve. The S&P 500 has now gained more than 4% in the last two weeks, and all four indices are at their year-to-date highs. The renewed enthusiasm for stocks helped send Treasury yields soaring as prices fell.

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September 15, 2012 – Choosing a Financial Planner; Cape Cod Author Kathryn Knight

By on September 15, 2012 in Radio Show with 0 Comments

Chris is joined by frequent co-host Herb Montgomery on this week’s “Something More.” They start the hour discussing the week’s market news, and then talk about tips for choosing a financial planner. What issues should you consider? How do you know your financial planner will not be the next Bernie Madoff? In the last segment […]

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