For those who are charitably inclined, the end of the year is an important time to check in with your tax preparer and confirm your charitable giving tax strategy. If you would like to learn more about the tax benefits… Read More
In the U.S. and much of the world, credit plays a significant part in our financial systems. Establishing and maintaining a credit score allows individuals to access financial products like mortgages or small business loans. Using a credit card responsibly… Read More
It’s late summer in San Diego and you’re spending the day at the Del Mar Racetrack. You’re not much of a gambler but the sun, the cocktails, and the excitement of the crowd puts you into the betting mood. Again,… Read More
Money is an emotional subject. Whether you are a saver, a spender, a conservative investor, or a resolute risk-taker, you feel something about your money. You may have felt nervous when the stock market dropped. Or you may have felt… Read More
While we are not in the business of selling annuities, clients or prospective clients of AMM may have questions about these seemingly complex insurance products. Whether an annuity was inherited, purchased from a previous advisor, or otherwise acquired, common questions… Read More
When we panic we no longer think about the long-term. We make short-term emotional decisions that make us feel good immediately but can harm our long-term goals. Especially with investing. So how can we be like John Glenn who’s heart… Read More
Who do you want to be, Team USA or Team USSR of investing? At the 1980 Lake Placid Winter Olympics, Team USA pulled off one of the greatest upsets in sports history because they cultivated luck against the dominant USSR… Read More
You’re sitting inside the cockpit of a converted ICBM missile about to be launched into space. The last 7 times NASA test launched this rocket it was a success, but the first 20 test launches had a 45% failure rate…. Read More
Are you a better investor than a pigeon? We’re going to answer this question by examining a light guessing game and from there we’ll derive two main lessons for investing in the stock market.The game requires you and a pigeon… Read More
The average holding period — how long an individual investor owns a stock — has been in decline for decades. According to Reuters, the average holding period reached its lowest point this past summer. There are different ways of slicing… 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