As we consider the reality of a second Trump presidency, it’s important to assess how proposed policies will shape financial planning recommendations. The evolving economic landscape presents both challenges and opportunities. Let’s explore key areas of potential impact and their implications for your portfolio, tax strategy, and overall financial goals. Read More

The holiday season can be a challenging time for those dealing with the loss of a loved one. Join us for a special on-demand webinar led by Greg DeNeal, designed to help you better understand and navigate grief during this season. Read More

The outcome of the 2024 election could have significant implications for financial markets, the economy, and tax laws. Watch Brand AMG’s Phil Daniels and Ryan Green break down the potential impacts of the election and what it could mean for your financial planning strategy.
Read More

The S&P 500 Index, a key indicator of the overall stock market, reached 43 new all-time highs in 2024, with the latest at 5,672 at the end of Q3 and the previous on July 16th at 5,667. The market had been rising steadily until mid-July, when weak reports from major S&P 500 stocks, a surprise… 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