IRS Warns of Refund Delays
Your tax refund from the IRS will probably be late this year. Here’s why and what you should do to get it faster.
Volatile Markets Require Courage and Good Advice
Worried about the stock market’s future prospects? Savvy investors don’t just sell; they analyze and assess, rebalance and reposition.
AMG Sees Choppy Growth This Year as Pandemic, Inflation Persist
AMG’s new three-year Economic Outlook paints seven scenarios prudent investors need to carefully consider as 2022 unfolds.
Saving for a Grandchild’s Education Expenses
Lower your taxable estate and transfer significant wealth without paying gift and estate taxes.
Top Ten Articles of 2021
Thank you to our community of clients, partners, and interested readers. These were the posts you enjoyed the most this year.
Sunny Economic Times Mean It’s Time To Plan for Rain
The economy is still chugging away, but proposals to increase taxes and government spending raise concerns of a derailment that savvy investors need plan for—whether it happens or not.
Potential Biden-Proposed Tax Changes Becoming Clearer
Consider proactive steps even though final tax policy is still uncertain.
It Might Be Time To Play the Diversification Card
Research & Insights QUESTION: I’ve had a good run so far this year on my investments but wonder how long the boom will last and how to protect these gains? ANSWER: Let’s start with a quick review of where we are. The market sold off in March 2020 as COVID-19 enveloped the country, then quickly rebounded and…
Tales From the Vault: AMG Solves Charitable Conundrum
A novel solution suggested by AMG advisors helped a charitable foundation keep on giving without having to sell off portfolio assets during a down stock market.
The Fine Art of Estate Planning With Collectibles
Collectibles present unique challenges when it comes to estate planning.