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.
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.