AMJ Financial

AMJ understands that success is different for all. We strive to understand what success means to you so we can create, implement and monitor a financial plan that allows you to live your dreams.

AMJ Financial Wealth Management understands that success is different for all. We strive to understand what success means to you so we can create, implement and monitor a financial plan that allows you to live your dreams. We pride ourselves on creating strong and caring relationships with our clients. AMJ Financial Wealth Management offers not only our competency, but our independence as financial planners for clients looking to attain their most important financial goals. We focus on integrating business and personal financial planning in order to offer comprehensive financial and wealth planning for individuals looking to attain financial success.


The information provided is for informational purposes only, and does not constitute an offer, solicitation or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions and estimates are subject to change without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences. This information may not be updated. If you have any questions please visit www.amjfinancial.com or call our office at 800-237-4134.
Securities offered through Triad Advisors, LLC Member FINRA/SIPC.
Advisory Services offered through AMJ Financial Wealth Management LLC
AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC

At AMJ Financial Wealth Management, we take pride in the fact that with us, you’re not a number, or just another client; we treat you like family! That is why we strive to maintain deep, meaningful relationships with all of our clients. AMJ Financial understands that success is different for each person. Donald Trump’s idea of success would probably be very different compared to Mother Teresa’s. For this reason, we take the time to consult with each client individually and plan the best course of action so that you feel comfortable because at AMJ Financial, we want to make Wealth Management Simple.

Mission: AMJ Financial Wealth Management understands that success is as unique as each individual. We strive to understand what success means to you so we can create, implement and monitor an action plan that allows you to create your ideal future.

statista.com

Infographic: Defense Expenditures Of NATO Countries

Thought this was a thoughtful way to understand the NATO discussions

statista.com This chart shows military spending of NATO countries and estimated share of GDP in 2017.

irs.gov

IRS, Security Summit Partners warn of new twist on phone scam; crooks direct taxpayers to IRS.gov to “verify” calls | Internal Revenue Service

New Phone Scam that IRS is warning the Public about. I have received 2 of these messages at home. PLEASE call for assistance is you are concerned about IRS calling you!!!!

irs.gov IR-2018-103, April 24, 2018 — The IRS today warned of a new twist on an old phone scam as criminals use telephone numbers that mimic IRS Taxpayer Assistance Centers to trick taxpayers into paying non-existent tax bills.

irs.gov

IRS provides additional day to file and pay for taxpayers through Wednesday, April 18; IRS processing systems back online | Internal Revenue Service

IRS Extends Deadline to 4/18/18 Due to systems issues.

https://www.irs.gov/newsroom/irs-provides-additional-day-to-file-and-pay-for-taxpayers-through-wednesday-april-18-irs-processing-systems-back-online

irs.gov IR-2018-100, April 17, 2018 — The Internal Revenue Service announced today that it is providing taxpayers an additional day to file and pay their taxes following system issues that surfaced early on the April 17 tax deadline.

Community Foundation for Loudoun and Northern Fauquier Counties

This is where AMAZING Happens! Thank you to our sponsors!

Loved this!

Earnings season is wrapping up and the numbers for the S&P 500 are fantastic! With 467/499 companies now reported the Earnings Growth Year Over Year is at 14.6%! Even better the forward guidance is the highest number of companies since 2007!

Look who made a great impression, our very own Laken Adams.

Thank you to everyone that attended the 2018 Economic Outlook presentation this morning. Per usual Andy Bauer did a wonderful job presenting. He was excited to see his favorite "millennial" in the audience!

For a little perspective... The S&P 500 down YTD through 2/8/19 3.46% Process over Emotion.

Wondering why equity markets continue at all time highs? It's simple... the data is good! Producers are selling more, Consumers are happy to buy more, and Small Business is Optimistic about the future. That all makes for a risk on equity environment. Bring on the Santa Clause Rally!!!

[12/07/17]   A day that will live in infamy.....today we remember Pearl Harbor and the lives lost that day.

[11/23/17]   Happy Thanksgiving! We are thankful for our wonderful AMJ Family! What are you thankful for? Leave us a comment down below!

StageCoach Theatre Company

"The Hamilton Murders" will be performed for a SOLD OUT crowd at the StageCoach Theatre in Ashburn today and at 1757 Golf Club tomorrow! There is only one more chance to see it - next Saturday, Nov 11, at the StageCoach Theatre in Ashburn. Get your tickets TODAY! https://stagecoachtc.com/the-hamilton-murders/

taxfoundation.org

Differences Between House & Senate Tax Cuts & Jobs Act Tax Foundation

Many people don't are confused by all the tax proposals, and what this may mean for them. Here is a good list of what the House and Senate must reconcile to get to new tax law.

taxfoundation.org This list, though not exhaustive, catalogues the major differences between the House and Senate version of the Tax Cuts and Jobs Act.

[11/11/17]   It's Veterans Day! From our family to yours we'd like to thank all those who are serving or have served and their families!

[10/31/17]   BOO! Happy Halloween! It is a TREAT to work with you and we are so happy you are a part of our AMJ family!

Think Tech is too expensive? Not for the fundamental price increases expected for the sector!

[10/14/17]   It’s National Dessert Day! What’s your favorite dessert to indulge in? Leave us a comment down below!

[10/09/17]   In 1492 Columbus sailed the ocean blue! Happy Columbus Day!

theguardian.com

Merkel faces tough coalition talks as nationalists enter German parliament

In the German Election Angela Merkel will weakened by the strong Nationalist party showing. We discussed this outcome in July at our #AMJHalftime Event.

theguardian.com German chancellor’s centre-right alliance remains largest force in parliament, as far-right Alternative für Deutschland takes 13% of vote in Sunday’s election

amjfinancial.com

Equifax Information Breach

Clients worried about the Equifax Breech, please watch your email box. We have some ideas for you. You can also log on to http://www.amjfinancial.com/equifax-information-breach/

amjfinancial.com Regarding the recent Equifax Information Breach—Your concerns are definitely our concerns. Below is some helpful information for you as our valued clients and friends. We are working with our bro…

marketwatch.com

Case for Fed interest-rate hike in December helped by latest inflation data

This has been our call since July. Glad to see people are catching up. Might be time to move now since consensus is catching up.

marketwatch.com The case for a Federal Reserve rate hike in December was helped by the firm consumer price print in August.

[09/07/17]   1 Million Dollars Raised for Relief for Hurricane Harvey!!!! Thank you for your participation!!! Let's all keep Florida in our prayers!

American Red Cross | Page Not Found | 404

Hurricane Harvey Donations go twice as far. TD Ameritrade has announced that it will match client donations to the American Red Cross dollar for dollar up to $500,000, doubling the impact of every dollar given. If you would like to make a contribution,* please visit:
https://www.redcross.org/donate/cm/tdameritrade-emp
Thanks for your kindness!

redcross.org

[09/04/17]   It's Labor Day! Have a great day from the team at AMJ! Have a fun and safe holiday!

Regional Manufacturing (Business) still looks strong!

[08/26/17]   It's Women’s Equality Day! Margaret Thatcher said, “If you want anything said, ask a man. If you want anything done, ask a woman.”

www.jpl.nasa.gov

No eclipse sunglasses so we made a pinhole viewer! Hope this helps those of you without solar glasses.

jpl.nasa.gov

eclipse.aas.org

How to View a Solar Eclipse Safely

Going to Watch the Solar Eclipse? Here is how to watch it safely and protect those peepers!
https://eclipse.aas.org/eye-safety/safe-viewing

eclipse.aas.org

Yes energy is up, but so are almost all the other sectors.
factset.com

US strongest of the Developed Markets

Good News for all our Real Estate Industry friends, and clients that have homes on the market! The MoM change came in at 1.5%. Investing.com had a forecast of 0.7%.

Love it!

9.1% SP 500 Earnings Growth. Mr. Market likes to get paid.

[07/31/17]   Earnings Growth:
For Q2 2017, the blended earnings growth rate for
the S&P 500 is 9.1%. Ten sectors are reporting
earnings growth for the quarter, led by the Energy
sector. Source: FACTSET Insights July 28,2017

GDP for Q2 higher, and beats YOY as well!

Faces of Loudoun

"I wanted just to say how excited I am about bringing the End the Need campaign and the Faces of Loudoun campaign out to the public because it really demonstrates how we’re all here to help our neighbors...and by doing that how we build a stronger community together." Thank you Angela Bender of AMJ Financial Wealth Management and VP of the Community Foundation for Loudoun and Northern Fauquier Counties board for helping us kick off our Faces of Loudoun campaign!

After that short squeeze on the Euro Dollar yesterday...predictable European equities down.

Thanks to those of you who could attend the Half-Time Report last night. Great event! We talked about Europe and QE forever... Look at the euro dollar squeeze this morning on comments for Draghi about the need for ongoing accommodation.

[07/04/17]   Happy 4th of July! Celebrate your independence by having some fun!

[06/18/17]   Happy Father's Day to all the amazing Dads out there! Thank you for everything you do for us!

insight.factset.com

Most Positive EPS Preannouncements Issued by S&P 500 since 2012

This is the reason that the stock market continues to climb. Make no mistake.

insight.factset.com For the second quarter, 75 companies have issued negative EPS guidance while 37 companies have issued positive guidance.

[06/01/17]   ADP Jobs came in HOT! Nice up! BLS Job numbers tomorrow. ADP May estimate of 253K new nonfarm private employment jobs, an increase over April's 174K, which was a downward revision of 3K.

The 253K estimate came in well above the Investing.com consensus of 185K for the ADP number.

visualcapitalist.com

Visualizing the Jobs Lost to Automation

Here are some Careers that you may want to avoid.

visualcapitalist.com What types of jobs will be lost to automation? This data visualization applies probabilities from a well-cited study to current U.S. job numbers.

[05/29/17]   Happy Memorial Day from your AMJ family! We hope that you are yours have a great day!

Headline says world markets slip...but they are all up? Could there be a bias here?!? Please be a very careful consumer!

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Videos (show all)

Talking Taxes with AMJ Financial's President Angela Bender
AMJ Financial's Investment Philosophy with Angela Bender
AMJ Financial FAQ's with President Angela Bender
Financial Family Index CTA with AMJ Financial
AMJ Financial

Location

Telephone

Address


44160 Scholar Plz
Ashburn, VA
20176

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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