Research & Insights

Using our detailed research, AMG’s financial experts provide actionable insights about everything from trade to taxes, and from market trends to wealth management.
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We work tirelessly to go beyond conventional thinking to understand economic trends and market signals, and how they translate into better recommendations for you.

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Benefits of Spousal Lifetime Access Trusts (SLATs)

November 30, 2021
8 min read
Brief: Trusts & Estate Planning, Wealth Management, Executive Financial Counseling
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Federal Proposal Would Place Audit Target on High Earners’ Backs

October 5, 2021
1 min read
Brief: Taxes, Executive Financial Counseling
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Potential Biden-Proposed Tax Changes Becoming Clearer

September 23, 2021
6 min read
Brief: Taxes, Trusts & Estate Planning, Wealth Management, Executive Financial Counseling
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Deciding Between a Traditional or a Roth 401(k)?

September 9, 2021
4 min read
Brief: Wealth Management, Executive Financial Counseling, Retirement & Benefits
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Stock Options Can Greatly Magnify Your Earning Potential—If You Manage Them Properly

June 17, 2021
1 min read
Report: Executive Financial Counseling, Life Events, Wealth Management
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Stock Options: An Incredible Tool for Building Your Future

July 17, 2020
2 min read
Brief: Executive Financial Counseling, Wealth Management
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Timely Insights About Employer Contributions to Retirement Plans

July 1, 2020
2 min read
Brief: Retirement & Benefits, Executive Financial Counseling
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Independence Matters in Executive Financial Counseling

May 8, 2020
1 min read
Brief: Executive Financial Counseling
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Tax Filing and Payment Extension

March 24, 2020
1 min read
Brief: Taxes, Wealth Management, Executive Financial Counseling
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