Research & Insights

Using our detailed research, AMG’s financial experts provide actionable insights about everything from trade to taxes, and from market trends to wealth management.
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We work tirelessly to go beyond conventional thinking to understand economic trends and market signals, and how they translate into better recommendations for you.

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Financial “Baby Steps” When Planning to Start a Family

March 15, 2023
9 min read
Report: Wealth Management, Life Events, Trusts & Estate Planning
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End of Life Planning: Are You Good to Go?

January 13, 2023
11 min read
Report: Trusts & Estate Planning, Life Events, Wealth Management
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2022 Year-End Tax Planning Reminders

December 8, 2022
6 min read
Taxes, Wealth Management, Charitable Giving, Trusts & Estate Planning
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Will or No Will, Check Your Beneficiary Designations

August 25, 2022
3 min read
Brief: Trusts & Estate Planning, Wealth Management
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Learn the Signs and Actions to Take to Prevent Elder Financial Abuse

June 15, 2022
5 min read
Brief: Wealth Management, Trusts & Estate Planning
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Tales From the Vault: Solving an Estate Conundrum

February 22, 2022
1 min read
Brief: Banking, Trusts & Estate Planning
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Saving for a Grandchild’s Education Expenses

January 20, 2022
7 min read
Report: Life Events, Wealth Management, Trusts & Estate Planning
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Benefits of Spousal Lifetime Access Trusts (SLATs)

November 30, 2021
8 min read
Brief: Trusts & Estate Planning, Wealth Management, Executive Financial Counseling
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Potential Biden-Proposed Tax Changes Becoming Clearer

September 23, 2021
6 min read
Brief: Taxes, Trusts & Estate Planning, Wealth Management, Executive Financial Counseling
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