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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.

Photo collage of a house inside of a trap

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.

Photo of a flooded town

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.

Photo collage of a wave that spells "debt" and the capital building

Finding the Courage To Take Down the Debt

BriefsBy Juliana DoanJanuary 28, 2025

Deficit and debt: Does America finally have the courage to curtail government spending?

Photo of a bird about to land on sand

New AMG Report: Expect That Soft Landing in 2025

BriefsBy Juliana DoanJanuary 23, 2025

Anticipate solid, steady economic growth of around 2%, according to AMG’s three-year outlook.

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