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Client Life Events
Why you need a will and how to create one
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Ensure your wishes are known and learn how to help secure your loved ones’ financial future should the unexpected happen.
Client Life Events
Estate Planning
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Watch and learn what’s included in an estate plan and the steps you can take to create one so your wishes are carried out the way you choose.
Client Life Events
Women and wealth: Investing for each life stage
No matter where you are on your savings journey, watch and learn how investing may help you reach your financial goals throughout different life stages.
Market Outlooks
AAM Viewpoints: The Investing Map Has Undergone a Regime Change | A Pivot to Emerging Markets Appears Prudent
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Over the past two years the markets have undergone a seminal change.
Market Outlooks
AAM Viewpoints: Dividends Increasingly Important During Increasing Rates
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At less than two months into 2022, the market has reached levels of volatility not seen in over a year.
Market Outlooks
AAM Viewpoints: Jobs and CPI: Fuel for the Fed to Start Their Engines
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The January jobs report — headlined by the Change in Nonfarm Payrolls number of 467,000, which was significantly higher than expectations (125,000) — was nothing short of spectacular.
Market Outlooks
AAM Viewpoints: Recent Volatility and the Flattening Yield Curve
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In conversations beginning as early as last June, we periodically described selected Federal Open Market Committee (FOMC) meetings as “the most important meeting in recent memory.”
Market Outlooks
AAM Viewpoints: Investing During a Tightening Cycle
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In about two months the Federal Reserve is expected to issue its first interest rate hike in three years, and presumably begin a new tightening cycle.
Market Outlooks
AAM Viewpoints: 2021 Fixed Income Review
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2021 was a challenging year as news of fast-spreading COVID-19 variants added stress and volatility to the financial markets.