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AMG Ranked Top Colorado-Based Investment Manager

Briefs, NewsBy AMG National TrustMarch 5, 2024

AMG National Trust ranked #1 on the Denver Business Journal’s 2024 list of Colorado-based investment managers based on our more than $7 billion in assets under management. We’re proud to have earned the trust of so many clients through our comprehensive and integrated wealth management solutions, which we believe creates A Better Way to Wealth.…

notes-on-the-economy-q1-2024-summary

Notes on the Economy – Q1 2024 Summary

BriefsBy AMG National TrustFebruary 27, 2024

The U.S. economy closed out 2023 on a strong note, but many background elements are negative
despite positive headline growth figures.

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.

graduates throwing their caps in the air in clebration

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.

Futuristic person viewing transparent digital dashboard

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

BriefsBy Meredith GenovaJanuary 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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