Top 10 Articles of 2022
As 2022 draws to a close, we’re revisiting the most popular insights of the year.
Grandma and Grandpa May Hold the Key to the American Dream
How to unlock the American Dream for your kids and grandkids.
2022 Year-End Tax Planning Reminders
Ways to take advantage of current conditions to make your real wealth work harder for you.
Notes on the Economy – Q4 2022 Summary
The economy is currently balanced on the edge of a recession precipice, but it could fall over the edge early next year.
Giving Tuesday: Bunching Charitable Gifts
Using a donor-advised fund for tax-smart charitable giving.
Top 5 Holiday Scams: Don’t Let the Bustle of the Holidays Distract You
How you can protect yourself from financial fraud.
Playing a Volatile “Market” to Help Children Succeed
AMG National Trust (AMG) employees joined over 250 Junior Achievement as they put their trading skills in the Stock Market Challenge.
Dealmaking Frenzy Slows as Investors Set Higher Bar
Venture capitalists hit the brakes on dealmaking as they check under the hood for less risky opportunities.
Wealthy Homeowners Can Cash In on Going Green
New U.S. law creates tax breaks for consumers, including the wealthy, who take on energy-efficient home improvements.
What Has the Fed Learned From the ‘70s?
The Federal Reserve is determined to avoid the mistakes it made the last time the inflation dragon was this fiery.