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Photo of pavement with "SLOW" written on it, along with the shadow of a biker

Go Slow, Don’t Panic

BriefsBy Juliana DoanApril 1, 2025

Here’s a strategy that institutional investors use during market declines.

Image collage of a foggy road, with money superimposed over it

Foggy Roads Lie Ahead; Prepare Yourself for Risks, Opportunities

BriefsBy Juliana DoanMarch 27, 2025

Here’s what investors should do if they’re troubled by government actions and growing economic uncertainty.

Image of shipping containers with "Tariffs" written on yellow tape

A Beautiful Word? The Facts About Tariffs

BriefsBy Juliana DoanMarch 20, 2025

Here’s the truth about tariffs: They tend to work best when they are used for non-economic reasons.

Zephyr's PSN Top Guns Awards for AMG Capital Management’s (ACM) Small and Mid Cap Portfolio Strategy as of Q4 2024: Manager of the Decade, 6-Stars, Bull and Bear Masters

Manager of the Decade in PSN Small-Mid Value Universe

BriefsBy Juliana DoanMarch 9, 2025

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.

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Can You See It? Invisible Banking Is Upon Us

BriefsBy Juliana DoanMarch 6, 2025

You might not even have noticed these four fast-approaching trends.

Older couple on the top of a mountain

Benefits of Spousal Lifetime Access Trusts (SLATs)

BriefsBy Juliana DoanFebruary 26, 2025

SLATs can tax-efficiently transfer significant wealth and provide indirect access to assets during a donor’s lifetime.

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Five Ways To Solve the Estate-Tax Trap

BriefsBy Juliana DoanFebruary 20, 2025

These five strategies can help wealthy individuals navigate the estate-tax trap.

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Oil and Gas Look Like Promising Pool for Investment

BriefsBy Juliana DoanFebruary 11, 2025

Oil and gas investments might provide double-digit returns in the early years of the Trump administration, new AMG report says.

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New Law Provides More Help for Past Disaster Victims

BriefsBy Juliana DoanFebruary 6, 2025

Tax relief available to victims of federally declared disasters that occurred from Jan. 1, 2020, through Jan. 11, 2025.

Photo of an arrow made out of buildings, with an airplane flying in the middle

How To Invest in the 2025 Soft Landing

BriefsBy Juliana DoanJanuary 30, 2025

Tips for investing in a slower but still steady 2025 economy and stock market.

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