Retirement Requires a Lot of Work
Make sure your nest egg lasts by taking these four steps as you plan your retirement.
It’s time to rebalance your portfolio—no matter how good 2020 was
Investors should consider taking some profits, putting 2020 in the win column and gearing up for 2021.
Webinar Replay: Assessing the Road Ahead
Investors angling for returns need to know the best fishing spots as the world recovers from the pandemic and the economy’s Great Shutdown.
Creating a Legacy Is More than Giving Away Money
QUESTION: This past year has been traumatic with a deadly pandemic, political unrest and a recession, all of which have made me reflect on my life and the legacy I will leave for my family. How do I go about creating that legacy? ANSWER: You don’t need significant wealth to pass on a great legacy.…
How Would You Handle Sudden Wealth?
Don’t be taken by surprise by a change in your wealth—have a reliable plan.
Tax Planning Considerations for 2020
Tax planning considerations for 2020 – a webinar
Leverage Your Long-Term Investments for Cash Now: The ILOC
AMG offers clients access to cash through our Investment Portfolio Secured Line of Credit.
Consider Donor-Advised Funds on World Kindness Day
Donor-advised funds are a great way to spread kindness on World Kindness Day and beyond.
Consolidating Your Investments Makes Good Sense
Improve investment decisions and ease administration by consolidating your investments.
Cutting Through Uncertainty – Looking Beyond the Election
Opportunities to preserve, manage and grow wealth effectively after the election: 10/27/2020 webinar.