Welcome. Here you will find our latest insights, financial planning perspectives, posts by our guest experts and much more. For more information visit http://www.mamportfolios.com

Is Surge In Energy Production a Game Changer for the U.S.?

October 2, 2012

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Read about it in MAM 3rd Quarter Report at http://bit.ly/SlnWg1

Upcoming MAM Seminars

September 21, 2012

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Dear MAM Client, We have set the dates and times as follows for the two seminars that will be held in our office (there will be an early afternoon and evening session for both): How to Plan for Long-Term Care Seminar: Thursday, 10/11 at 1 pm and 7 pm As many of you know, we’ve […]

Posted in: Announcements

“SO, HOW DID I DO?”

August 30, 2012

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Part I: Time Weighted Return vs. Dollar Weighted Return. As we approach the end of the quarter, soon we will be mailing out our Enhanced Quarterly Report. This document presents you with the detailed breakdown of your investments and is designed to answer a very basic question: how did your investments perform and how are […]

Posted in: Financial Planning, Q&A

A question from Steve: How do I submit questions to this blog?

August 17, 2012

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Steve, Thank you for submitting this question. This is a question which a lot of people ask of us.  Use the box to the right of the screen to ask your comment in a confidential email. We will  then publish the answer on the blog entry, and it will appear on the blog, similar to […]

Posted in: Q&A

WHAT’S IN A NAME?

August 11, 2012

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“That which we call a rose by any other name would smell as sweet." ~Romeo and Juliet (II, ii, 1-2) This does not always hold true when it comes to choosing a financial advisor. The fact of the matter is that the purveyors of financial advice operate under a variety of business models and are […]

Posted in: Financial Planning

WHY HIRING A FINANCIAL PLANNER MAY BE GOOD FOR YOUR HEALTH

August 8, 2012

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Hiring a Financial Planner comes with many benefits, but here is one you might not have expected: a health benefit. According to the study, conducted by First Command Financial Services, those working with a financial planner are less likely to experience stress-related symptoms such as difficulty falling and staying asleep, muscle tension, changes in weight […]

Posted in: Financial Planning

STRESS TESTING YOUR PORTFOLIO

August 8, 2012

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So you have done the right thing- you have saved diligently, spent responsibly, invested in a disciplined manner, diversified your holdings, did not panic during the wild swings in the markets and did not chase the fad du jour. Perhaps you have even put a financial plan in place. Still, you are not quite at […]

Posted in: Financial Planning
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