AMS Video Newsletter
AMS Newsletter – January 2012
2012 is off to good start. We had a great January this year, the best January in the stock market in 15 years. Most of the economic reports seemed to be doing well, though the economy may be improving slower than most would like. This could be a reason why volume has been fairly low. [...]
AMS Newsletter – December 2011
The markets in December 2011 were dominated by European news, but we still saw good news on jobless claims and consumer confidence. 2011 has been the year of worry, but there reasons to stay optimistic for 2012.
AMS Newsletter – November 2011
November was pretty much a flat month from beginning to the end of the month but there sure was plenty of drama in between. A lot of the volatility that came for the month came out of the news from Europe and there were also some economic indicators that recorded during the month that caused some gyrations as well.
AMS Newsletter – October 2011
October 2011 saw a rebound after one of the worst quarters in market history; the July to October period was down 14%. Our model has had us out of the market mostly since mid-June so even with the comeback in October, the market is still lower than it was in May and we really haven’t missed anything.
Instructional Videos
Reading Your Statements
This instructional video is provided to our clients in order to help them read and understand their fidelity statements. The account statement provides a clear picture of portfolio performance with ASM, including descriptions of the account ID, account summary and income summary.
Open Fidelity Account Online
Getting started with Fidelity.com has never been easier. This instructional video goes over new user registration. We also go over signing up for e-delivery of account statements, trade confirms, prospectuses, and shareholder reports.
Access AssetBook
Our clients can access AssetBook online to see a unique view of your account which includes a pie chart overview of your portfolio, a message center, snapshot of performance from various dates and an area for ASM to upload special documents
Open a New Fidelity Account
To open a new account, we will need to complete a new account application to get more information from you. Asset movement authorization is optional and it allows us to move money to your address of record or banking account without needing a signature.
Transfer of Assets
To transfer an account to Asset Management Strategies you must have a Fidelity account already opened or we will help you to open a new one. We will need to determine if we transfer your funds in kind or liquidate them.
Financial Tools
Financial Calculators
Use our financial calculators to help you determine your retirement savings and portfolio values for traditional IRA’s, Roth IRA’s, 401k contributions and present value of an annuity.