Matt Humiston is responsible for running the day-to-day operations of AMI. When Mr. Humiston joined the firm in 2000, he and Bill Tanner formulated the investment process that AMI uses today. He oversees the portfolio management trading and reporting operations. Prior to joining AMI, Mr. Humiston worked at internet startup Pop.com and at Brillstein-Grey Entertainment. He earned a Bachelor of Arts in Economics degree from the University of California, Santa Barbara. He also received a professional designation in Personal Financial Planning (PFP) at the University of California, Los Angeles in 2005. Mr. Humiston is a shareholder of the firm.
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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.