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    • Solutions

      Wealth Management

      • Personal Financial Management
      • Legacy Planning
      • Philanthropy
      • Tax Services
      • Trust Administration

      Executive Financial Counseling

      • For Employees
      • For Employers & HR

      Investment Management

      • AMG’s Approach
      • Investment for Individuals
      • Endowment & Foundation OCIO
      • Managed Portfolios
      • Alternative Investments

      Retirement Plan Services

      Banking

      • Private Client Banking
      • Commercial Banking
      • Nonprofit Banking
      Photo collage of the U.S. flag and the stock market
      Lacking Certainty, Investors Should Be Patient
      May 6, 2025
      Photo of empty shipping crates
      Tariffs Likely Will Slow Growth To Nil by Year End
      April 29, 2025
      Photo of shipping containers on a ship
      Can High Tariffs Fund the Federal Government?
      April 24, 2025
    • Research & Insights
    • About AMG

      Leadership Team

      Careers

      Merge with AMG

      Locations

      Contact Us

      • Security & Privacy

      Community

      • News
      • Events
      Photo collage of the U.S. flag and the stock market
      Lacking Certainty, Investors Should Be Patient
      May 6, 2025
      Photo of empty shipping crates
      Tariffs Likely Will Slow Growth To Nil by Year End
      April 29, 2025
    • Connect With Us
011 322 44 56Monday – Friday 10 AM – 8 PM
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Executive Financial Counseling

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  2. Entries tagged with "Executive Financial Counseling"

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Stock Options Can Greatly Magnify Your Earning Potential—If You Manage Them Properly

ReportsBy Juliana DoanJuly 25, 2024

Request this 4-page report to understand stock options and how to exercise stock options with confidence.

Image showing a person taking a squeegee to a stormy sky to reveal sunshine.

Optimism Is Driving the Stock Market; Is It Irrational Exuberance?

BriefsBy AMG National TrustApril 25, 2024

Two factors are driving the stock market’s boom—anticipation of lower interest rates and the transformative power of AI.

When it comes to achieving the American Dream, young people and their families need to think outside the box. Here’s how.

Take the Wheel of Your Own Destiny 

BriefsBy AMG National TrustApril 16, 2024

When it comes to achieving the American Dream, young people and their families should think outside the box. Here’s how.

Man golfing with a bar chart overlaid.

Don’t Make This Basic Investing Mistake 

BriefsBy AMG National TrustApril 2, 2024

Sure, stocks look hot right now, but this mistake can haunt you when the market turns scary.

Expect Earnings Growth To Fade a Tad in Years Ahead 

BriefsBy AMG National TrustMarch 28, 2024

Corporate earnings growth likely to lose four tailwinds that kept it soaring for 40 years.

graduates throwing their caps in the air in clebration

529 Plan Funds Can Roll Over to Roth IRAs

BriefsBy Juliana DoanFebruary 20, 2024

Got money left over in a 529 college fund? Now you have a new investment option.

Expectations are soaring for the Magnificent 7 stocks in 2024, so here’s why investors should be extremely cautious.

What To Expect When Expectations Are High

BriefsBy AMG National TrustFebruary 8, 2024

Expectations are soaring for the Magnificent 7 stocks in 2024, so here’s why investors should be extremely cautious.

Investors should rebalance their portfolio about once a year, unless one these three things happens.

Three Times To Rebalance Your Portfolio

BriefsBy AMG National TrustFebruary 6, 2024

Investors should rebalance their portfolio about once a year, unless one of these three things happens.

How to help your kids or grandkids buy a home in this high-interest, high-price environment.

Tips for Helping Your Kids Buy a First Home

BriefsBy AMG National TrustJanuary 25, 2024

How to help your kids or grandkids buy a home in this high-interest, high-price environment.

Man relaxing on a boat.

Brace for Slowdown This Year, Then a Rebound 

BriefsBy AMG National TrustJanuary 23, 2024

AMG forecasts economic slowdown or mild recession in coming months before bouncing back as we head into 2025.

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Wealth Management

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