Preparing Together, Out of Love for One Another A shared life is built from countless details — the accounts, the routines, the decisions — and over the years, many of them quietly become the responsibility of one spouse or the other. My husband and I are no exception. Nearly nine years into marriage, we have… Read More
By John Riddle, CFA If the first quarter of the year was about adjusting to a changed map, the second quarter was about finding our footing and recognizing that the fundamentals of this expansion remain remarkably intact. Following a winter correction that saw the S&P 500 drop 4.3%, the market completely reversed course. Equities staged… Read More
At Brand AMG, we believe wealth planning is about more than investments, taxes, or estate strategy—it’s about helping families thrive for the long term. Read More
If you’re new to Medicare, the enrollment process can be complex and challenging. And, if you’re already enrolled, the open enrollment period is your opportunity to adjust your coverage and make sure you’re getting the most from your Medicare coverage. Read More
John M. Jennings offers a refreshing and deeply insightful perspective on investing, one that acknowledges the uncomfortable truth: the future is unknowable, and markets are inherently unpredictable. Rather than resisting this reality, Jennings encourages investors to embrace uncertainty as a fundamental feature of the financial landscape. His book is not a technical manual or a list of stock-picking tips. Instead, it’s a guide to developing the right mindset and behavioral habits to navigate markets with confidence and clarity. Read More
The information herein was obtained from various sources. The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies or completeness of information provided by third parties. The information in this communication is given as of the date indicated and believed to be reliable. BAMG assumes no obligation to update this information, or to advise on further developments relating to it. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance.