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Attentive

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We provide our clients with reliable and trustworthy financial advice, and we never charge a commission.

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retirement

is not a good plan

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We offer personalized advice to our clients in-person, but we've also written a series of articles here on our website to help you demystify the lingo and get a handle on the basics of investing and finance.

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Fee-Only Financial Managers with a Fiduciary Responsiblity to our Clients

Learn how we can help you plan for the future

About Attentive Investment Managers

Attentive Investment Managers, Inc. is a fee-only independent Registered Investment Advisor located in Stockton, California. At AIM, we work with each client to create and manage their investment portfolio, while meeting their stated objectives for growth, income, and risk tolerance.

Whether you're a first-time investor wanting to take control of your financial future, or a seasoned investor with a large portfolio, we can help. Our experienced investment advisors can help you craft a plan and manage your portfolio, including 401k and Roth IRA accounts, educational savings accounts, SEP retirement programs, individual investment accounts and more.

Schedule a free, no-obligation consultation to find out if AIM is the best fit for you and your financial future!

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Financial News and Tips from Attentive Investment Managers

March 04, 2021
Book Review 1 - Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement
Book Review 1 - Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement
Finances
Reverse Mortgages: How to Use Reverse Mortgages to Secure Your RetirementBy Wade D. Pfau, Ph.D., CFA Reverse Mortgages are a financing tool that have largely been ignored by retirement and financial planning professionals because of the negative conn...
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February 01, 2021
Athena’s Top 3 Tips about Investing
Athena’s Top 3 Tips about Investing
Investments
Pay yourself first You know the scenario, it’s payday and before you know it bills are paid and you’ve already planned three dinners out with friends. Your budget is wiped out and you did not add to your savings. One of the best methods to ensure tha...
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January 11, 2021
Making Charitable Donations from your IRA
Making Charitable Donations from your IRA
Taxes
Finances
If you have reached age 70½ and are evaluating charitable giving options, you may consider making a charitable donation directly from your IRA. The benefits Contributions made directly from your IRA to a charity reduce the taxable portion of your IRA...
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January 01, 2021
CARES Act Distribution Information
CARES Act Distribution Information
Finances
Under the CARES Act, individuals were eligible to take $100,000 of coronavirus-related distributions from retirement plans. In addition to the distributions being free of penalty there are also accommodations with the IRS for claiming the income as w...
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December 03, 2020
Our Take on the Headlines: November Stocks, COVID-19, and Vaccines
Our Take on the Headlines: November Stocks, COVID-19, and Vaccines
Market Report
Notable November The performance and enthusiasm of November will be hard to top. In the month of November, the Dow gained 11.8% - this is the best November since 1928. The S&P 500 rose 10% and Nasdaq 11%. Transports, Industrials, Financials all e...
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November 17, 2020
Post-Election Thoughts
Post-Election Thoughts
Market Report
Investments
Economy
Making trade and investment decisions based solely on big events is hardly ever an effective strategy. Having said that, there were obvious concerns about how this year’s election would affect markets and planning strategies. The best thing to do wou...
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Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.