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    A Letter to the Next Generation
    September 15, 2026
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    AI Startups To Watch
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    Notes on the Economy – Q3 2026 Summary
    September 3, 2026
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    AI’s Power Crunch Is Reviving Climate-Tech Investing
    August 25, 2026
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Exterior of AMG National Trust Building

AMG Earns A+ Bank Safety Rating

BriefsBy AMG National TrustSeptember 14, 2023

AMG is proud to be recognized as a high-performing community bank. We believe that community banks are vital organizations to local communities.

A two-year extension offers higher-income individuals time to consider pre-tax vs. after-tax impact of SECURE Act 2.0 change.

Breathing Room on High Earner Catch-up Contributions

BriefsBy AMG National TrustSeptember 7, 2023

Higher-earning individuals and plan sponsors have been handed a two-year reprieve on a change to catch-up contributions in retirement accounts. What are catch-up contributions? For individuals age 50 or older, the 2023 IRS annual limit of $22,500 for individuals contributing to a traditional or Roth 401(k) is expanded, allowing for an additional $7,500 in catch-up…

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Understanding the Five Cs of Credit Has Never Been More Important

BriefsBy Juliana DoanAugust 22, 2023

Need a loan? With interest rates high, borrowers should know the five Cs of credit and why they are important.

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Uncle Sam Will Help You Pay for Solar Panels and Other Green Home Projects

BriefsBy Juliana DoanAugust 17, 2023

Going green? Uncle Sam will provide tax credits covering some costs of solar panels, energy efficient doors and windows, heat pumps and more.

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Do You Have Enough Property and Liability Insurance?

BriefsBy Juliana DoanAugust 15, 2023

High-net-worth individuals tend to be underinsured.

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From Healthcare to Agriculture, AI Looks To Transform the World

BriefsBy Juliana DoanAugust 10, 2023

These five venture-backed companies are looking to change their industries with artificial intelligence.

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Are You an Optimist?

BriefsBy Juliana DoanAugust 8, 2023

Five investment tips that all prudent individuals should know when building a savvy long-term portfolio.

headlines hand torn from newspapers: uncertainty, health care, oil, perception, economic turmoil, fear, news

Tune Out the Noise; Focus on Facts

BriefsBy Juliana DoanAugust 3, 2023

Confused by conflicting and contradictory economic and financial forecasts? Here’s what investors should know to see through the fog.

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AI Hype May Mirror the dot.com Craze of the ’90s

BriefsBy Juliana DoanAugust 1, 2023

Investors are gaga for AI, just like they were for dot.coms in the ‘90s; will this craze also crash?

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Finding Opportunity in a Slowing Market

BriefsBy Juliana DoanJuly 25, 2023

In a slowing venture-capital market, remember these four tenets of successful investing when searching for opportunities.

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