Despite Immediate Risks, Stocks Look Good in Long Run
AMG provides an overview of today’s environment for investing in stocks and the possible outlook going forward.
Planning Now for Possible Rate Changes Might Mean Big Savings
Planning ahead for possible changes in tax policy could positively impact your wealth management goals.
Precious Metals: A Bit Too Precious?
Investing in precious metals may be best suited for its traditional hedging role and not a trading opportunity.
Dividend Investing’s Role in a Total Return Portfolio
Focusing on after-tax total portfolio return usually leads to better results than searching just for high-dividend yield.
Working from Home These Days? IRS Might Allow a Deduction
Working at home due to the pandemic? A quick summary of rules around receiving a related tax deduction.
Pandemic Inspires Innovation to Meet Office Challenges
Remote working has inspired innovation for many companies – but it has also raised new issues that must be considered.
Election Got You Worried & Pondering Portfolio Changes?
As the election approaches, many are considering changing their investment portfolios. Here are several points to consider.
Big Changes Are Coming Thanks to Pandemic
From the pandemic, we can expect to see changes in the medical world and our approaches to work and education.
U.S. Tops World in Economic Uncertainty
Economic uncertainty is unusually high. The pandemic, the recession and the upcoming election make us feel uneasy. That feeling is actually quantifiable as indices show global uncertainty is at its highest point since the 2008-09 financial crisis. However, unlike that crisis, today’s uncertainty is higher for the United States than for Europe or China—the world’s…
IRS Offers Rollover Relief for 2020 RMDs Already Taken
New IRS guidance provides rollover relief for 2020 RMDs taken from certain retirement accounts.