It’s time to rebalance your portfolio—no matter how good 2020 was
February 2, 2021
Investors should consider taking some profits, putting 2020 in the win column and gearing up for 2021.
Webinar Replay: Assessing the Road Ahead
February 1, 2021
Investors angling for returns need to know the best fishing spots as the world recovers from the pandemic and the economy’s Great Shutdown.
Creating a Legacy Is More than Giving Away Money
January 5, 2021
QUESTION: This past year has been traumatic with a deadly pandemic, political unrest and a recession, all of which have made me reflect on my
How Would You Handle Sudden Wealth?
December 17, 2020
Don’t be taken by surprise by a change in your wealth—have a reliable plan.
Tax Planning Considerations for 2020
December 11, 2020
Tax planning considerations for 2020 – a webinar
Leverage Your Long-Term Investments for Cash Now: The ILOC
December 2, 2020
AMG offers clients access to cash through our Investment Portfolio Secured Line of Credit.
Consider Donor-Advised Funds on World Kindness Day
November 13, 2020
Donor-advised funds are a great way to spread kindness on World Kindness Day and beyond.
Consolidating Your Investments Makes Good Sense
November 12, 2020
Improve investment decisions and ease administration by consolidating your investments.
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.
Worried About the Election? Here’s a To-Do List
October 27, 2020
Helpful talking points to discuss with your investment advisor as the election approaches.