When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do an ESOP rollover. With an ESOP… Read More
As you transition to retirement, Medicare becomes an important issue. The information below is designed to help you get started with Medicare in 2022. Medicare is a health insurance program for people who are 65 or older, certain younger people… Read More
When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do an ESOP rollover. With an ESOP… Read More
When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do an ESOP rollover. With an ESOP… Read More
The Big Picture – Staying Invested We are strong adherents of the KISS (“keep it simple stupid”) philosophy when it comes to investing. Focus on a few things that matter: prudent asset allocation, quality of earnings and dividend growth, competitive… Read More
The AMM Dividend Strategy launched 10 years ago in September 2011. Then in October 2013 we sent the very first AMM Dividend Letter. 8 years later you’re now reading our 50th issue! If you exclude our portfolio update emails, we… Read More
Peter Lynch famously said buy what you know. If there are certain products or services that you love then you should see if the company is publicly traded. I don’t know if anyone truly loves their landlord but Glenn lived… Read More
Last week we placed trades to bring Domino’s Pizza (DPZ) up to a full position size. The AMM Dividend Growth Strategy is a concentrated strategy and it will hold at most 28 full sized positions. Domino’s has been in the… Read More
Amazon recently announced that their UK division will stop accepting Visa branded credit cards. The stock dropped over 5% and lost around 20 billion in market cap. Was the market reaction to the Amazon news justified? Or was it an… Read More
Does Visa’s common stock pass the security test, the asset test, and the income test to count as 1042 Qualified Replacement Property (QRP)? And can it be included in an ESOP Rollover as part of a dividend growth portfolio? Listen… Read More
For those who are charitably inclined, the end of the year is an important time to check in with your tax preparer and confirm