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    Generational Differences: What Causes Them & Why Do They Matter?
    December 12, 2025
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    Notes on the Economy – Q4 2025 Summary
    December 4, 2025
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    Finding Opportunity Amid This Crazy Market
    November 25, 2025
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    Democratized 401(k) Plans Warrant Caution
    November 20, 2025
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2024-2026 Economic Outlook: Expect A Slow Start

Briefs, VideosBy AMG National TrustFebruary 22, 2024

WEBINAR REPLAY: See AMG experts discuss their forward outlook for the economy and markets.

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529 Plan Funds Can Roll Over to Roth IRAs

BriefsBy Juliana DoanFebruary 20, 2024

Got money left over in a 529 college fund? Now you have a new investment option.

Need tax help? Here are some handy ways the IRS is making filing returns as easy as possible.

IRS Offers Handy Online Help and Tools

BriefsBy AMG National TrustFebruary 15, 2024

Need tax help? Here are some handy ways the IRS is making filing returns as easy as possible.

China’s sputtering economic growth faces three big potholes as it drives into 2024.

Three Monsters Threaten China in 2024

BriefsBy AMG National TrustFebruary 13, 2024

China’s sputtering economic growth faces three big potholes as it drives into 2024.

Expectations are soaring for the Magnificent 7 stocks in 2024, so here’s why investors should be extremely cautious.

What To Expect When Expectations Are High

BriefsBy AMG National TrustFebruary 8, 2024

Expectations are soaring for the Magnificent 7 stocks in 2024, so here’s why investors should be extremely cautious.

Investors should rebalance their portfolio about once a year, unless one these three things happens.

Three Times To Rebalance Your Portfolio

BriefsBy AMG National TrustFebruary 6, 2024

Investors should rebalance their portfolio about once a year, unless one of these three things happens.

Five crucial financial planning considerations.

Navigating the Complex Terrain of a High-Net-Worth Divorce

ReportsBy AMG National TrustFebruary 1, 2024

Thriving through the divorce process requires making potentially life-altering decisions.

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AI Revolution Won’t Happen Overnight, but It’s Happening

BriefsBy Juliana DoanJanuary 30, 2024

AI is coming – but like cell phones, it could take years to transform the world.

How to help your kids or grandkids buy a home in this high-interest, high-price environment.

Tips for Helping Your Kids Buy a First Home

BriefsBy AMG National TrustJanuary 25, 2024

How to help your kids or grandkids buy a home in this high-interest, high-price environment.

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Brace for Slowdown This Year, Then a Rebound 

BriefsBy AMG National TrustJanuary 23, 2024

AMG forecasts economic slowdown or mild recession in coming months before bouncing back as we head into 2025.

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