Optimism and Opportunity for Banks
The importance of building client relationships and providing solutions was center stage at a recent regional banking roundtable.
The importance of building client relationships and providing solutions was center stage at a recent regional banking roundtable.
AMG is proud to be recognized as a high-performing community bank. We believe that community banks are vital organizations to local communities.
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…
SLATs can tax-efficiently transfer significant wealth and provide indirect access to assets during a donor’s lifetime.
Need a loan? With interest rates high, borrowers should know the five Cs of credit and why they are important.
Going green? Uncle Sam will provide tax credits covering some costs of solar panels, energy efficient doors and windows, heat pumps and more.
High-net-worth individuals tend to be underinsured.
These five venture-backed companies are looking to change their industries with artificial intelligence.
Five investment tips that all prudent individuals should know when building a savvy long-term portfolio.
Confused by conflicting and contradictory economic and financial forecasts? Here’s what investors should know to see through the fog.