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.
Worried About the Election? Here’s a To-Do List
Helpful talking points to discuss with your investment advisor as the election approaches.
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.
Election Got You Worried & Pondering Portfolio Changes?
As the election approaches, many are considering changing their investment portfolios. Here are several points to consider.
Stock Options: An Incredible Tool for Building Your Future
Stock options can be a significant wealth-building tool when integrated into a personalized financial plan.