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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Financial “Baby Steps” When Planning to Start a Family

March 15, 2023
9 min read
Report: Wealth Management, Life Events, Trusts & Estate Planning
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Retirement Planning: Is There a Best Time?

January 21, 2023
9 min read
Report: Wealth Management, Life Events, Retirement & Benefits
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End of Life Planning: Are You Good to Go?

January 13, 2023
11 min read
Report: Trusts & Estate Planning, Life Events, Wealth Management
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Saving for a Grandchild’s Education Expenses

January 20, 2022
7 min read
Report: Life Events, Wealth Management, Trusts & Estate Planning
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How Will You Pay for the Long-term Care You’re Likely to Need?

August 17, 2021
5 min read
Brief: Wealth Management, Life Events, 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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Leaving a Legacy: How Will I Be Remembered?

April 28, 2021
< 1 min read
Report: Trusts & Estate Planning, Wealth Management, Life Events
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Retirement Requires a Lot of Work

March 18, 2021
1 min read
Brief: Retirement & Benefits, Wealth Management, Life Events
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How Would You Handle Sudden Wealth?

December 17, 2020
4 min read
Brief: Wealth Management, Trusts & Estate Planning, Life Events
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