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Photo collage of the capital building, the U.S. flag, and money

Three Things You May Not Know About the Big Beautiful Bill

BriefsBy Juliana DoanJuly 1, 2025

Three tax provisions in Trump’s big beautiful bill that you may not have seen.

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Why Is the Dollar Losing Its Luster?

BriefsBy Juliana DoanJune 26, 2025

The dollar is losing its value: Here is what every investor should know and consider.

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Community Banks Under Regulatory Siege

BriefsBy Juliana DoanJune 17, 2025

Why are so many community banks closing across the country?

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Notes on the Economy – Q2 2025 Summary

BriefsBy Juliana DoanMay 29, 2025

Households and businesses stepped up purchases of foreign goods in Q1, buying
in advance of need in order to front-run the imposition of very scary tariff increases.

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Innovation Still Ripe for Investment

BriefsBy Juliana DoanMay 22, 2025

Here’s why now might be a good time to consider America’s innovators.

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Here’s What to Focus On During the Chaos

BriefsBy Juliana DoanMay 15, 2025

Answers to several questions perplexing many investors.

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Lacking Certainty, Investors Should Be Patient

BriefsBy Juliana DoanMay 6, 2025

Prudent investors should show patience as markets search for certainties.

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Tariffs Likely Will Slow Growth To Nil by Year End

BriefsBy Juliana DoanApril 29, 2025

AMG analysis: Latest tariffs could slow growth to zero while boosting inflation and unemployment.

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Can High Tariffs Fund the Federal Government?

BriefsBy Juliana DoanApril 24, 2025

A brief history of tariffs in the United States and their declining importance.

Magnifying glass over text 401(k) Plan - Traditional? Roth?

Deciding Between a Traditional or a Roth 401(k)?

BriefsBy Juliana DoanApril 23, 2025

Consider diversifying retirement assets across both account types for future flexibility.

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