Three Things to Think About Going Into 2020
January 8, 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
December 13, 2019
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
November 21, 2019
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
November 1, 2019
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
Elder Trusts Can Give You & Your Heirs Peace of Mind
August 29, 2019
QUESTION: I’m getting up there in years, and I’m worried that I might make a bad financial decision in the future and squander my children’s
Pick a Trustee You Can Trust
August 22, 2019
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
August 8, 2019
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
Considering a Move to Save on State Taxes?
May 23, 2019
Now that the federal deduction for state and local taxes is gone, should I consider changing residency from my high income-tax state to one with lower or no state taxes?
Sustainable Investing at AMG
January 31, 2019
Sustainable investing allows investors to align their values with their investing.
Beating The Benchmark Takes Patience and Discipline
October 18, 2018
QUESTION: Can you beat the S&P 500 and other top index funds? ANSWER: It depends on the time frame. While it’s possible to outperform the