An Inside Look at a Trustee’s Key Responsibilities
One of the most important facets in creating a trust is choosing a trustee. Understand the role, responsibilities, and pitfalls before deciding.
Don’t be Fooled by the S&P 500
Though the S&P 500 is doing well, both opportunities and risks in investments abound.
Dos and Don’ts in a Bear Market
A short guide about what to do, what not to do, and what to expect as the virus and bear market run their course.
Integrated Thinking Drives Successful Wealth Management
AMG’s integrated approach helps clients maximize their opportunities and realize a better way to wealth.
Courage Can Be Profitable in Tumultuous Times
Is the current market volatility making you question whether you should weather the storm?
Tax Filing and Payment Extension
The IRS extends tax filing and payment deadlines from April 15 until July 15.
Three Things to Think About Going Into 2020
1. BRACE FOR MARKET VOLATILITY Stock fluctuations could make 2020 a rollercoaster year. AMG believes economic growth next year will be slightly above trend, but the first six months might be choppy, making markets vulnerable to sharp corrections. Also, America will hold a presidential election in November, and pundits and politicians will most certainly try…
Socially Responsible Investing: Voicing Your Opinion with Your Wallet
QUESTION: I am worried about the world my grandkids will live in and want to invest in companies that are really trying to make a difference. How can I do that? ANSWER: After almost a decade of economic and market improvement, many investors are looking for ways to use their wealth to improve the world…
Assisting Adult Children Financially Requires Care
QUESTION: My adult children aren’t as well off as I am, and I want to help them out financially. How much should I help them, and how can I best give to them? ANSWER: Children’s ages and income potential all play factors, so parents should carefully consider how such help will affect their kids emotionally…
Reduce Your Stress by Planning for Long-Term Care
QUESTION: Should I have long-term-care insurance or just plan on paying for it myself? ANSWER: Long-term care is one of the most difficult topics in wealth management. Talking about death is uncomfortable for most people, and positively scary for others. It’s also a daunting task, full of difficult choices. Costs vary greatly depending on the…