
Independence Matters in Executive Financial Counseling
Choosing an executive financial counselor with an independent approach can help you achieve success.

Dos and Don’ts in a Bear Market
A short guide about what to do, what not to do, and what to expect as the virus and bear market run their course.

Courage Can Be Profitable in Tumultuous Times
Is the current market volatility making you question whether you should weather the storm?

Tax Filing and Payment Extension
The IRS extends tax filing and payment deadlines from April 15 until July 15.

Three Things to Think About Going Into 2020
1. BRACE FOR MARKET VOLATILITY Stock fluctuations could make 2020 a rollercoaster year. AMG believes economic growth next year will be slightly above trend, but

Socially Responsible Investing: Voicing Your Opinion with Your Wallet
QUESTION: I am worried about the world my grandkids will live in and want to invest in companies that are really trying to make a

Assisting Adult Children Financially Requires Care
QUESTION: My adult children aren’t as well off as I am, and I want to help them out financially. How much should I help them,

Reduce Your Stress by Planning for Long-Term Care
QUESTION: Should I have long-term-care insurance or just plan on paying for it myself? ANSWER: Long-term care is one of the most difficult topics in

Pick a Trustee You Can Trust
QUESTION: I want to set up an irrevocable trust to take care of my needs as I age, and I need to pick a trustee.

Post-Retirement Feelings of Insecurity
QUESTION: I have a big retirement fund, so why don’t I feel secure now that I’m in retirement? ANSWER: Retirement can be difficult for productive



