Foggy Roads Lie Ahead; Prepare Yourself for Risks, Opportunities
Here’s what investors should do if they’re troubled by government actions and growing economic uncertainty.
Benefits of Spousal Lifetime Access Trusts (SLATs)
SLATs can tax-efficiently transfer significant wealth and provide indirect access to assets during a donor’s lifetime.
Financial Planning for Couples Marrying Later in Life
Protect the life and wealth you have already accumulated.
The Gray Divorce Revolution: How to Keep Your Golden Years Golden
Disentangling complex finances later in life can severely impact past planning and future wealth.
New AMG Report: Expect That Soft Landing in 2025
Anticipate solid, steady economic growth of around 2%, according to AMG’s three-year outlook.
Four Tips for Making Your New Year Happy
Here’s what savvy investors will be watching in 2025, and four tips to protect your nest egg.
The Best Way To Invest $1 Million? It All Depends on You
The answer varies based on goals and attitudes toward money.
Here’s What To Do When Interest Rates Drop
With the Fed poised to slash interest rates, you may want to review your cash and bond portfolios.
Take Advantage of the Estate Exemption Now … Before It’s Gone
Three strategies for cutting estate taxes that wealthy Americans should consider before the law changes in 2025.
Stock Options Can Greatly Magnify Your Earning Potential—If You Manage Them Properly
Request this 4-page report to understand stock options and how to exercise stock options with confidence.