Jul 28, 2021

The AMR team talks about the recent Wall Street Journal article on life expectancy dropping by 1-5 years in 2020 - the largest decline since at least World War II.

Scott shares financial planning tips for widowhood. One of the most important is ensuring that cashflow needs are being met to cover expenses.

Chris answers...

Jul 26, 2021

Chris and Brian discuss performance for the first half of 2021 and the factors driving the market.

The S&P average annual returns have been at 14% for the prior decade and the all-stock index has surpassed 14% over the last six months.

Covid continues to be a concern, with the Delta variant 3x more contagious. However,...

Jul 21, 2021

Do you have financial and personal goals? Jeff Perry and Jeff Tomaneng discuss SMART (Specific, Measurable, Attainable, Relevant, Time-bound) goals and why they are important.

Brian discusses how energy prices affect inflation and the markets. The oil sweet spot price is where marginal cost meets marginal demand;...

Jul 19, 2021

Scott reviews AMR's 360 financial planning process. This process intends to understand one's comprehensive picture in order to provide the best financial guidance in consideration of a clients financial and life goals. 

Jeff and Cathi discuss National Give Something Away Day. Don't forget to tell us about your favorite...

Jul 14, 2021

Divorce is the 2nd most stressful thing that one can face in life. Scott talks about how to prepare financially before, during, and after. Get organized by pulling tax returns, bank statements, credit card statements, etc. It’s important to discuss Social Security, work pensions, homes, and other individual and...