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.
Inflation on the Brain: What Should Be Top of Mind?
U.S. fiscal spending stoking economic growth, but unlikely to ignite runaway inflation
Investors Should Keep Sailing but Scan the Horizon for Dark Clouds of Inflation
The U.S. economy is like a speeding sports car being followed by a heavy-duty truck of inflation—in time, they could collide.
Leaving a Legacy: How Will I Be Remembered?
A guide for using wealth to make a difference in your family, community, and world.
Staying Abreast of Financial Trends, News and Events Is AMG’s Forte
AMG advisors stay on top of FED policy, tax changes, cryptocurrency, SPACs and NFTs.
Investors Should Make Hay While the Sun Shines
Five tips that might help investors maximize returns during the expected economic surge without sacrificing financial security.