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AMD Wealth Management LLC is a Registered Investment Adviser in the state of New Jersey. Advisory services are only offered to clients or prospective clients where AMD Wealth Management LLC and its representatives are properly registered or exempt from registration. “Likes” should not be considered a positive reflection of the investment advisory services offered by AMD Wealth Management LLC.

Andrew Donoghue is an investment adviser representative of AMD Wealth Management LLC. The firm is a registered investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

The information presented on this post is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Comments should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

General Market Commentary Statement

The opinions expressed in any commentary posted on this site are solely those of the individual author and do not necessarily reflect the views or opinions of AMD Wealth Management LLC. These opinions are based on information available at the time of posting and are subject to change without notice. AMD Wealth Management LLC does not commit to updating any posted positions or commentary to reflect subsequent developments. While the information and reasoning used to form these opinions are believed to be from reliable sources, AMD Wealth Management LLC does not verify this information, and no guarantee is provided regarding its accuracy, completeness, or validity. AMD Wealth Management LLC disclaims any and all liability for actions taken or not taken based on the content of this site. No warranty, express or implied, is given in connection with the content provided.

Tax and Legal Matters

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Holistaplan

This tax report has been prepared by AMD Wealth Management LLC, a registered investment adviser, using Holistiplan, an unaffiliated third-party vendor. This illustrative report is for informational purposes only and should not be construed as individualized tax or legal advice. The analysis presented is based on client-provided data and AMD Wealth Management LLC does not independently verify the data and makes no representations as to the accuracy or completeness of the data provided by the client or any third-party. Projections are based on hypothetical scenarios based on the latest available tax code and should not be viewed as guarantees of actual outcomes. Tax laws and individual circumstances may vary. Clients are advised to consult with a qualified tax professional before implementing any tax-related strategies.

Podcast, Radio Show or Video Content

AMD Wealth Management LLC is a Registered Investment Adviser in the state of New Jersey. Advisory services are only offered to clients or prospective clients where AMD Wealth Management LLC and its representatives are properly registered or exempt from registration. This video is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change.

Andrew Donoghue is an investment adviser representative of AMD Wealth Management. The firm is a registered investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

Live Presentations

Information presented is believed to be factual and up-to-date, but no guarantee is made to its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the subjects presented.

Advisory services offered through [Firm Legal Name], an investment adviser registered with the Securities and Exchange Commission / the state(s) of [State]. For disclosure information please visit: https://adviserinfo.sec.gov/

Recorded Presentations

Information presented was believed to be factual and up-to-date as of the date of recording, but no guarantee is made to its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the subjects presented.