The information contained herein are from sources believed to be reliable, however we cannot guarantee its accuracy.
Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market or economic developments. Past performance is not indicative of future results. The performance information is supplied for reference. Results will vary among accounts.
Small cap securities tend to be more volatile than those of larger, more well known companies. This can lead to a greater chance of a larger decline when there are adverse issuer, political, regulatory, market or economic developments. Past performance is not indicative of future results. The performance information is supplied for reference. Results will vary among accounts.
Government/Corporate Fixed Income investments can be significantly affected by interest rate risk (as interest rates rise, bond prices fall), the risk of issuer default, issuer credit risk, and inflation risk. Past performance is not indicative of future results. The performance information is supplied for reference. Results will vary among accounts.
The municipal market can be significantly affected by interest rate risk (as interest rates rise, bond prices fall), the risk of issuer default, issuer credit risk and inflation risk. Past performance is not indicative of future results. The performance information is supplied for reference. Results will vary among accounts.
AMI Asset Management (AMI) is an SEC registered investment adviser located in Los Angeles, California (registration does not imply a certain level of skill or training). AMI and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which AMI maintains clients. AMI may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. AMI’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of AMI’s website on the Internet should not be construed by any consumer and/or prospective client as AMI’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by AMI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of AMI, please contact the SEC or the state securities regulators for those states in which AMI maintains a notice filing. A copy of AMI’s current written disclosure statement discussing AMI’s business operations, services, and fees is available from AMI upon written request or by clicking on the ADV link within this website. You can also visit the SEC Investment Adviser search page at http://www.adviserinfo.sec.gov/IAPD/content/search/iapd_search.aspx to learn more.
AMI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to AMI’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by AMI), will be profitable or equal any historical performance level(s).
Certain portions of AMI’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, AMI’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from AMI or from any other investment professional. No portion of this website content should be interpreted as legal, accounting or tax advice.
Some pages within the AMI website are password-protected. Access to these areas is restricted to authorized users only. The user in the password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.
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If you're in your 50s or 60s and own an interest in a business or professional corporation, knowing the answers to these four questions can lower your 2019 federal tax bill sharply, while jumpstarting a tax-advantaged retirement income plan.