Wall Street sells complexity, convincing investors that they need numerous funds they don't understand and statements that are impossible to decipher. We believe there is a better way.
At AMI, we believe you can reach your investment goals with simpler, high-quality portfolios that you can understand and have confidence in through all market cycles. The risks should be transparent and capital preservation should be part of the investment conversation. We've been helping individuals, families and small businesses design and execute their financial plan for over two decades.
*Report from Markov Processes International covering performance between July 1, 2008 and June 30, 2018.
While our core offering is asset management, we also assist with building a financial roadmap tailored to each client’s specific needs. Other critical wealth management issues often addressed within a financial plan include:
As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.
Small-Business Optimism Declines But Remains High
Despite a 1.3% decline in September, the survey of small-business owner optimism, conducted and indexed by the National Federal of Independent Business monthly since 1986, remains high by historical standards. That's a strong positive fundamental amid a long list of
The American Opportunity Credit (for college students) and the Lifetime Learning Credit - for undergrad, graduate and vocational students - are the two education tax credits available from the federal government. Students can claim either of the two credits for
