Unemployment Disparity Casts Shadow on Recovery
November 9, 2020
The Fed’s new approach to inflation plays a vital role in our recovery from the pandemic.
Cutting Through Uncertainty – Looking Beyond the Election
October 29, 2020
Opportunities to preserve, manage and grow wealth effectively after the election: 10/27/2020 webinar.
Expect a Carnival Ride in Stock Markets
October 28, 2020
Stock markets may perform like a rollercoaster after the election.
Consumer Spending Shortfall During a Pandemic
October 20, 2020
COVID-19 has negatively impacted consumer spending. Additional fiscal stimulus could play a big role in strengthening economic recovery.
Despite Immediate Risks, Stocks Look Good in Long Run
September 20, 2020
AMG provides an overview of today’s environment for investing in stocks and the possible outlook going forward.
Precious Metals: A Bit Too Precious?
September 16, 2020
Investing in precious metals may be best suited for its traditional hedging role and not a trading opportunity.
Dividend Investing’s Role in a Total Return Portfolio
September 8, 2020
Focusing on after-tax total portfolio return usually leads to better results than searching just for high-dividend yield.
Managing Wealth Amidst Potential Tax Policy Changes
September 2, 2020
Potential tax policy changes and their effects on building and transferring wealth: 8/28/2020 webinar.
Notes on the Economy – 3Q 2020 Summary
August 28, 2020
Not yet a sure thing, but data from many countries indicate that the worst of the global downturn is probably in the past.
Presidential Election & Policy Impact on Investments
August 19, 2020
https://vimeo.com/447683410 TAXING ISSUES: WHAT IT COULD MEAN FOR YOUR PORTFOLIO IF DEMOCRATS SWEEP TO POWER Many investors are asking how a blue wave of November