Skip to content
Logo-AtlanticMidwest-Logo-Resized
  • ABOUT
  • LOGIN
  • FINANCIAL $ENSE
CONTACT US

Posts Tagged ‘warrenbuffett’

Warren Buffett Gives Us a Preview of His Will

By sherry@reedcompanies.com | September 12, 2024

By  Karen Langley (WSJ) Warren Buffett has refined his plans for giving away one of the great fortunes of the modern era. In an interview with The Wall Street Journal, Buffett—the chairman and chief executive of Berkshire Hathaway BRK.B -0.42%decrease; red down pointing triangle—said that after his death nearly all of his remaining wealth will go to a new…

Read More

Latest Posts

  • Using the 72(t) Rule for Early Retirement Income: IRS exception can become a strategic advantage in your retirement strategy
  • Planning the Perfect Barbecue & Ideal Retirement: The principles of barbecue and retirement planning are strikingly similar
  • How to Plan Your Retirement in a Complex World: Ten insights to help you navigate your retirement with clarity and confidence
  • The Future of Social Security: Time to Really Plan – Remember, Social Security was never intended to fully fund your retirement
  • Pros/Cons of Waiting Until 70 for Social Security: An informed choice can maximize your security and retirement dreams

HEADQUARTERS: 61 Antonio Lopez, Humacao, PR. 00791 - USA

Advisory services are offered through the AtlanticMidwest Investment Research, llc., a Registered Investment Advisor in Puerto Rico for clients located in Kansas and Missouri.

The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation.

The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Illustrations are for informational purposes only and is not intended to be a projection or prediction of current or future performance of any specific product. All financial products have an element of risk and may experience loss. Past performance is not indicative of future results. Charts are for informational purposes only and is not intended to be a projection or prediction of current or future performance of any specific product. All financial products have an element of risk and may experience loss. Past performance is not indicative of future results.

Tax/legal advice:

AtlanticMidwest Investment Research, llc. does not offer tax preparation or legal services, but may provide references to accounting, tax services or legal providers. We are not a CPA or attorney. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Please consult a qualified professional for assistance with any tax or legal issue to review the implications.

WEALTHSENTRY

The WealthSentry Asset Management Method is not a stop loss or Algorithm based trading platform. It is a method which uses technical analysis of markets to determine market direction and the ensuing appropriate asset allocation. It must be implemented by the investment management of AtlanticMidwest Investment Research, llc. It does not guarantee against loss or growth of assets and uses proprietary research to determine the optimum asset allocation based on market trend.

INVESTMENT PRODUCTS: NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

© 2025 AtlanticMidwest Global Advisors. All Rights Reserved.

Terms of Use • Privacy Policy