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

What should you be doing with your money in your 20s and 30s? Whether you’re managing student loans, saving for a home, or just trying to make sense of your 401(k), knowing where to start can make all the difference.
Join Damaris Gingerich, CFP®, AIF®, Wealth Advisor at Brand AMG, for an easy-to-follow webinar designed specifically for early-career professionals and young families. Read More