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    High Net Worth Doesn’t Always Mean Liquid Enough for Long-Term Care
    May 7, 2026
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    Volatility Isn’t Always a Reason To Rethink Your Portfolio
    May 5, 2026
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    Opportunity Favors the Bold
    April 30, 2026
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    Inflation’s Back. Jobs Aren’t. The Fed’s Task Just Got Harder
    April 28, 2026
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Retirement Planning: Photo of a carefree retired couple enjoying sailing

Retirement Planning: Is There a Best Age?

ReportsBy AMG National TrustFebruary 6, 2025

Instead of defaulting to age 65, it may be better to pursue a personal retirement target.

Photo from the cockpit of an airplane showing the landing pad

Notes on the Economy – Q4 2024 Summary

ReportsBy Juliana DoanDecember 3, 2024

It looks like the economy is on approach for a soft landing, but wind shear could cause a hard landing or pilot error could force a go-around.

Photo of Santa shopping online for holiday gifts

’Tis the Season for Scammers

ReportsBy Juliana DoanNovember 26, 2024

Protect yourself from common holiday scams with these tips.

Photo collage of a sunset and money

If Tax Cuts and Jobs Act Expires, Some Estate Gifts Risk Being Clawed Back

ReportsBy Juliana DoanNovember 7, 2024

Pay attention to whether the donor retains an interest in the gifted asset.

Photo of an older man reviewing his retirement funds

ERISA at 50: Reflecting on the Evolution of Retirement

ReportsBy Juliana DoanSeptember 5, 2024

Retirement security was enhanced by ERISA and subsequent legislation, yet challenges remain.

Photo of a sunny day with a storm on the horizon

Notes on the Economy – Q3 2024 Summary

ReportsBy Juliana DoanAugust 29, 2024

A soft landing for the economy appears more likely, but it is too early to celebrate. A lot of recent data are sobering.

executives standing at a window in the city

Stock Options Can Greatly Magnify Your Earning Potential—If You Manage Them Properly

ReportsBy Juliana DoanJuly 25, 2024

Request this 4-page report to understand stock options and how to exercise stock options with confidence.

Five crucial financial planning considerations.

Navigating the Complex Terrain of a High-Net-Worth Divorce

ReportsBy AMG National TrustFebruary 1, 2024

Thriving through the divorce process requires making potentially life-altering decisions.

Financial market participants now seem to believe inflation will be successfully suppressed without a recession. Well, maybe.

Notes on the Economy – Q4 2023 Summary

ReportsBy AMG National TrustDecember 7, 2023

Financial market participants now seem to believe inflation will be successfully suppressed without a recession. Well, maybe.

Foot about to slip on banana

Notes on the Economy – Q3 2023 Summary

ReportsBy Juliana DoanAugust 29, 2023

Economic growth is robust, the unemployment rate is at a 54-year low, the stock market is up over 15% year-to-date! What could possibly go wrong?

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