When a significant health event occurs, families can quickly find themselves facing unfamiliar decisions. From understanding a diagnosis and evaluating treatment options to coordinating care and managing family concerns, knowing where to begin isn’t always clear. In this on-demand webinar, James Blake, CFP®, of Brand AMG is joined by John Samuels, Founder and CEO of… Read More
By John Riddle, CFA The third quarter was a bond market story. Stocks edged higher, but long-term Treasury yields rose by the most in a quarter since 1994, and the Federal Reserve raised short-term rates for the first time since 2023[1, 2]. Last quarter we wrote that oil had made a full round trip and… Read More
Whether you’re approaching Medicare eligibility or already enrolled, understanding your options can be challenging. Changes to premiums, coverage, prescription drug plans, and income-related costs can all factor into the decisions you make each year. In this on-demand webinar, James Blake is joined by Karl Steinlage, CEO of Steinlage Insurance Agency, to discuss important Medicare considerations… 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
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
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