Providing personalized investment services to those intent on enjoying a secure retirement.

Archive for May, 2015

AMR in the News:Don’t Make these 6 Common Retirement Saving Mistakes

By on May 28, 2015 in In the News with 0 Comments

Don’t Make these 6 Common Retirement Saving Mistakes

Continue Reading »

May 23, 2015-Memorial Day Weekend Edition with Col Jim LeFavor

By on May 26, 2015 in Radio Show with 0 Comments

The show kicks off with an interview with Dr. Kerry Johnson,internationally known speaker and bestselling author, regarding his book, Behavioral Investing: Why Smart People Make Dumb Mistakes with Their Money. Chris is also giving away 10 copies of the book to the first ten people to schedule a complimentary consultation. Next, in honor of Memorial Day, […]

Continue Reading »

MARKET WEEK: MAY 26, 2015

By on May 26, 2015 in Market Week with 0 Comments

The Markets Equities were very much a mixed bag last week, as trading was generally quiet ahead of the Memorial Day weekend. The S&P 500, which closed at an all-time high, continued its positive trend, gaining 0.16%. But the Dow and Global Dow fell back into negative territory. The Nasdaq and Russell 2000 posted moderate […]

Continue Reading »

MARKET WEEK: MAY 18, 2015

By on May 18, 2015 in Market Week with 0 Comments

The Markets Despite drops in consumer confidence, import and export prices, crude oil inventories, and producer prices, the stock market rallied at the end of the week to post positive gains across the board lead by the S&P 500, which closed at an all-time high. However, the biggest gainers for the week were the Nasdaq […]

Continue Reading »

May 16, 2015 – Bob Mauterstock, Jeff Davis, and David Augustinho

By on May 18, 2015 in Radio Show with 0 Comments

This week’s show is full of good information as Chris welcomes several guests to “Something More.” Author and advisor Bob Mauterstock talks about his book, Passing the Torch. He tells of important conversations retirees should have with their adult children to include them in the planning process. David Augustinho of the Cape Cod and Islands […]

Continue Reading »

April 25, 2015 – Bret Stephens

By on May 14, 2015 in Radio Show with 0 Comments

Chris has a full show this week. He talks a bit about financial issues such as IRAs, variable annuities, long term care insurance, and mistakes people make which undermine their retirements. He also talks with author and journalist Bret Stephens about US foreign policy and the urge for isolationism vs the need for engagement. Madeline […]

Continue Reading »

What is this new chip-card technology I’ve been hearing about in the news?

By on May 13, 2015 in Newsletter Articles with 0 Comments
What is this new chip-card technology I’ve been hearing about in the news?

In recent years, data breaches at major retailers have increased across the United States. As a way to counteract these data breaches, many U.S. credit-card companies have started implementing a more secure chip-card technology called EMV (which is short for Europay, Mastercard, and Visa).

Continue Reading »

Am I liable for unauthorized transactions on my debit card?

By on May 13, 2015 in Newsletter Articles with 0 Comments
Am I liable for unauthorized transactions on my debit card?

It depends. Federal law provides consumers with protection against most unauthorized credit- and debit-card transactions. Under federal law, consumer liability for unauthorized credit-card transactions is limited to $50. However, many banks and credit-card companies offer even more protection for credit cards in the form of “zero liability” for unauthorized transactions.

Continue Reading »

No Matter What Your Age, Your Social Security Statement Matters

By on May 13, 2015 in Newsletter Articles with 0 Comments
No Matter What Your Age, Your Social Security Statement Matters

Fifteen years ago, the Social Security Administration (SSA) launched the Social Security Statement, a tool to help Americans understand the features and benefits that Social Security offers. Since then, millions of Americans have reviewed their personalized statements to see a detailed record of their earnings, as well as estimates of retirement, survivor, and disability benefits […]

Continue Reading »

When Your Child Asks for a Loan, Should You Say Yes?

By on May 13, 2015 in Newsletter Articles with 0 Comments
When Your Child Asks for a Loan, Should You Say Yes?

You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial help. But if your child asks you for a loan, don’t pull out your checkbook until you’ve examined the financial and emotional costs. Start the process by considering a few […]

Continue Reading »

Top