Blog
Volatility Returns to the Stock Market, and May Well Stick Around
September was a rocky month for the stock market and may have offered a stark preview of what the final weeks leading up to the presidential election will be like for Wall Street. Towards the end of the month, both the Dow Jones...
Read MoreBig Tech & the Fed are Still Keeping Wall Street Happy — For Now
Two down and one to go. Or should I say two up and one to go? I’m talking, of course, about the top three major stock market indexes. In August, the S&P 500 joined the Nasdaq in surpassing its record peak high from before the...
Read MoreWith Markets Holding but the Virus Still Spreading, What’s Next?
With Markets Holding but the Virus Still Spreading, What’s Next? In last month’s newsletter, I noted that July could be a pivotal month for the coronavirus crisis and the economy, and it was. Two big questions were...
Read MoreKeep Building Up Or Healthy Dose Of Caution?
Market May Keep Building Up, Blowing Off ‘Froth’ for Some Time July could be a pivotal month in the coronavirus crisis for many reasons. With the infection rate spiking in several states as June ended, we’ll find out...
Read MoreDoes a V-Shaped Economic Recovery Make Sense to You?
What's New? In this crisis, Agemy has ventured into new areas of media that we may not have otherwise tried. On Saturday, June 6th we aired the first episode of our new radio show. The show airs on Saturdays at 8:00am in Denver,...
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Is Your Retirement Susceptible To The Virus?
Ongoing Crisis Illustrates Exactly Why Protection Should Be Priority Number One In late March the U.S. surpassed every country in the world in reported cases of the coronavirus.* If you think about it, that’s not surprising. The...
Read More5 Star Wealth Managers You Need to Know
I was honored to be chosen for the Five Star Wealth Manager Award recognized for service to clients! Look for “Wealth Managers You Need to Know” in: Your May subscriber issues of ”Forbes, Fortune, Money and...
Read MoreRadio Webcast – “Money For Lunch"
This past Wednesday, March 16, Andrew had the honor of being a featured guest of the internet radio webcast, “Money For Lunch,” hosted by Bert Martinez. Listen to the webcast by clicking here and for more information on...
Read MoreRadio Webcast – “The Money Answers Show”
This past Monday, February 22nd, Andrew had the honor of being the featured guest of the nationally syndicated internet radio show, “The Money Answers Show” hosted by Jordan Goodman. Listen and visit the website for Voice...
Read MoreFinancial Goals are like Dieting
We all work hard to keep our personal resolutions through the start of a new year. What we often overlook is how we should extend those goals to financial and, specifically, retirement planning as well. Richard Barrington of Get Rich...
Read MoreIs it time for your Financial Checkup?
Every year, you get poked and prodded by your doctor to ensure you’re in good health. You should take similar care of your financial well-being with an annual checkup of essentials, such as your credit situation, retirement...
Read MorePlanning for College & Retirement
While there are many ways to help plan for your child’s college education, here are three easy plans to institute to ease the road to the Ivy League! Three Solid Ways to Save for College & Retirement – Forbes.com
Read MoreSo You’re Retired – Now What?
Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s, Keoghs, SEP-IRAs and traditional IRAs...
Read MoreHow Social Security Works
The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended to provide a safety net of income for individuals too old or disabled to continue...
Read MoreRetirement Expenses
How Living Expenses Change During Retirement There are some upsides to being a retiree - senior discounts, lower taxes, subsidized healthcare, and regular Social Security checks among them. On the other hand, mature Americans must...
Read MoreBridging The Income Gap
Social Security was never designed to be an individual's sole source of retirement income. Instead, it was meant to bridge the gap between people's income from pensions and savings and their monthly expenses. Today, however, nearly...
Read MoreIRA Conversions
The Roth IRA offers a number of advantages over its traditional counterpart. These include: Tax-free distributions at retirement Ability to continue making contributions beyond age 70-1/2 No required minimum distributions beginning in...
Read MoreCLU | Chartered Life Underwriter
CLUChartered Life Underwriter A CLU is a professional advisor in all of the areas of business and family financial security that are encompassed by life insurance. To become a CLU, an individual must successfully complete a...
Read MoreRetirement Basics
Planning for The "Golden Years" There's a saying that if you have your health, you have everything. Well, that's not exactly true - without adequate resources, you could enjoy a long, healthy retirement at a far lower standard of...
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