Navigating the Complex Terrain of a High-Net-Worth Divorce
Thriving through the divorce process requires making potentially life-altering decisions.
Tips for Helping Your Kids Buy a First Home
How to help your kids or grandkids buy a home in this high-interest, high-price environment.
Brace for Slowdown This Year, Then a Rebound
AMG forecasts economic slowdown or mild recession in coming months before bouncing back as we head into 2025.
Top 10 Articles of 2023
With your post views, you all voted these the top articles of the year.
Can America Find a Path to Prosperity in 2024?
Much in the world of economics, finance and politics is trending toward a new platform in 2024, creating a foundation for the next economic cycle. It appears U.S. inflation is getting under control. Ditto for Europe. Next year, AMG expects to see the current CPI inflation rate of 3.1% continue ebbing toward the Fed’s goal…
Notes on the Economy – Q4 2023 Summary
Financial market participants now seem to believe inflation will be successfully suppressed without a recession. Well, maybe.
Deciding Between a Traditional or a Roth 401(k)?
Consider diversifying retirement assets across both account types for future flexibility.
Financial Planning Considerations During Open Enrollment
Are you taking advantage of pre-tax deductions?
Here’s a Steady Investment, and It’s Tax Free
Here’s a nearly sure-fire, risk-free investment that won’t keep you up at night.
Benefits of Spousal Lifetime Access Trusts (SLATs)
SLATs can tax-efficiently transfer significant wealth and provide indirect access to assets during a donor’s lifetime.