Optimism and Opportunity for Banks
The importance of building client relationships and providing solutions was center stage at a recent regional banking roundtable.
AMG Earns A+ Bank Safety Rating
AMG is proud to be recognized as a high-performing community bank. We believe that community banks are vital organizations to local communities.
Breathing Room on High Earner Catch-up Contributions
Higher-earning individuals and plan sponsors have been handed a two-year reprieve on a change to catch-up contributions in retirement accounts. What are catch-up contributions? For individuals age 50 or older, the 2023 IRS annual limit of $22,500 for individuals contributing to a traditional or Roth 401(k) is expanded, allowing for an additional $7,500 in catch-up…
Benefits of Spousal Lifetime Access Trusts (SLATs)
Economic growth is robust, the unemployment rate is at a 54-year low, the stock market is up over 15% year-to-date! What could possibly go wrong?
Understanding the Five Cs of Credit Has Never Been More Important
Need a loan? With interest rates high, borrowers should know the five Cs of credit and why they are important.
Uncle Sam Will Help You Pay for Solar Panels and Other Green Home Projects
Going green? Uncle Sam will provide tax credits covering some costs of solar panels, energy efficient doors and windows, heat pumps and more.
Do You Have Enough Property and Liability Insurance?
High-net-worth individuals tend to be underinsured.
From Healthcare to Agriculture, AI Looks To Transform the World
These five venture-backed companies are looking to change their industries with artificial intelligence.
Are You an Optimist?
Five investment tips that all prudent individuals should know when building a savvy long-term portfolio.
Tune Out the Noise; Focus on Facts
Confused by conflicting and contradictory economic and financial forecasts? Here’s what investors should know to see through the fog.