Top 10 Articles of 2025

Thank you, Research & Insights readers!

We trust that the 100 articles, reports, and webinars we posted in 2025 helped you better understand the global economy and capital markets and provided valuable financial planning insights.

Wishing you a happy and prosperous new year!

1. Financial Planning for Couples Marrying Later in Life

Couples who marry later in life and have an established career or may even be in retirement, can face key financial issues that should be discussed before tying the knot. Having an open conversation about each other’s financial situation can help establish goals for shared finances in a marriage. DOWNLOAD FREE REPORT

2. Manager of the Decade in PSN Small-Mid Value Universe

AMG Capital Management’s (ACM) Small and Mid Cap Portfolio Strategy was named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2024, including Manager of the Decade in the Small-Mid Value Universe. LEARN MORE

3. AMG’s Mavis McKenley Recognized as 2025 Distinguished Estate Planner

Mavis McKenley, Vice President and Senior Trust Officer at AMG National Trust, was recognized as the 2025 Distinguished Estate Planner by the Hampton Roads Estate Planning Council. LEARN MORE

4. Four Factors Essential to U.S. Economic Growth

History teaches us that four factors are essential to maintaining a vibrant, healthy U.S. economy: individual savings, reliable institutions, innovation and productivity growth. The United States has experienced remarkable economic growth over the past century, largely driven by these factors. LEARN MORE

5. A Beautiful Word? The Facts About Tariffs

Here’s the truth about tariffs: They tend to work best when they are used for non-economic reasons. LEARN MORE

6. Improve With Age by Finding Your Community

Aging well is not just about getting by in your golden years. It’s about enjoying family, friends and the fruits of your life’s labors. It’s also about finding a community that can help you connect and belong, preserve your identity and autonomy, and enrich your purpose and self-worth. VIEW WEBINAR

7. Getting Ready for Retirement

In anticipation of retirement, many of us set a financial goal—a mark on the wall, so to speak—to aim for in building wealth and achieving the dreams that wealth affords. To meet that mark, it can be helpful—at least five years out—to create a checklist of key financial, healthcare, and lifestyle decisions to address in these last critical working years. DOWNLOAD REPORT

8. Generational Differences: What Causes Them & Why Do They Matter?

To talk about transformations and connections across generations, AMG presented “Generational Differences: What Causes Them & Why Do They Matter?” The Nov. 20 event featured Dr. Jean Twenge, a professor of psychology at San Diego State University and the author of more than 190 scientific publications and 17 books. LEARN MORE

9. End of Life Planning: Are You Good To Go?

We all procrastinate. With family and career, there can be so much going on today that it is overwhelming to think about tomorrow. Besides, it’s common to push difficult discussions off to another day. An estate or end-of life plan is often one of those discussions. DOWNLOAD REPORT

10. Analyzing the Global Chessboard

Ambassador Christopher Hill joined AMG to share his perspective on Ukraine-Russia, U.S.-China strategic competition, U.S. trade policy, and Gaza at a March 27 event. VIEW VIDEO