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.
Working from Home These Days? IRS Might Allow a Deduction
August 21, 2020
Working at home due to the pandemic? A quick summary of rules around receiving a related tax deduction.
Election Got You Worried & Pondering Portfolio Changes?
August 12, 2020
As the election approaches, many are considering changing their investment portfolios. Here are several points to consider.
Stock Options: An Incredible Tool for Building Your Future
July 17, 2020
Stock options can be a significant wealth-building tool when integrated into a personalized financial plan.
An Inside Look at a Trustee’s Key Responsibilities
July 15, 2020
One of the most important facets in creating a trust is choosing a trustee. Understand the role, responsibilities, and pitfalls before deciding.
Don’t be Fooled by the S&P 500
June 26, 2020
Though the S&P 500 is doing well, both opportunities and risks in investments abound.
Dos and Don’ts in a Bear Market
April 29, 2020
A short guide about what to do, what not to do, and what to expect as the virus and bear market run their course.
Integrated Thinking Drives Successful Wealth Management
April 20, 2020
AMG’s integrated approach helps clients maximize their opportunities and realize a better way to wealth.
Courage Can Be Profitable in Tumultuous Times
March 31, 2020
Is the current market volatility making you question whether you should weather the storm?
Tax Filing and Payment Extension
March 24, 2020
The IRS extends tax filing and payment deadlines from April 15 until July 15.