
The Changed Landscape in Small- And Mid-Cap (SMID) Stock Investing
The market for small-cap stocks has shrunk over 20 years, but investors can still land big profits if they’re smart.

Notes on the Economy – Q2 2024 Summary
Is waiting for an impending recession like waiting for Godot? Will it ever come, or is the economy already in the midst of a soft landing?

Natural Resources Ripe for a Diversified Portfolio
Investors looking to diversify their portfolios might mine some gems in coming years in this undervalued stock sector.

Optimism Is Driving the Stock Market; Is It Irrational Exuberance?
Two factors are driving the stock market’s boom—anticipation of lower interest rates and the transformative power of AI.

Don’t Make This Basic Investing Mistake
Sure, stocks look hot right now, but this mistake can haunt you when the market turns scary.

Expect Earnings Growth To Fade a Tad in Years Ahead
Corporate earnings growth likely to lose four tailwinds that kept it soaring for 40 years.

AMG Ranked Top Colorado-Based Investment Manager
AMG National Trust ranked #1 on the Denver Business Journal’s 2024 list of Colorado-based investment managers based on our more than $7 billion in assets

Notes on the Economy – Q1 2024 Summary
The U.S. economy closed out 2023 on a strong note, but many background elements are negative
despite positive headline growth figures.

What To Expect When Expectations Are High
Expectations are soaring for the Magnificent 7 stocks in 2024, so here’s why investors should be extremely cautious.

Three Times To Rebalance Your Portfolio
Investors should rebalance their portfolio about once a year, unless one of these three things happens.