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Photo of a digital, virtual bank

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.

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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.

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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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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?

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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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Watch Out World! Here Comes India

BriefsBy Juliana DoanJanuary 16, 2025

There’s a rising star on the international stage, and investors should take note.

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Four Factors Essential to U.S. Economic Growth

BriefsBy Juliana DoanJanuary 14, 2025

For the past century, these four factors have helped maintain a vibrant U.S. economy.

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