The year 2024 brought significant developments across financial markets, shaped by shifting economic conditions, geopolitical dynamics, and post-election policy changes. Technology and energy sectors made headlines with rapid innovation and growth, while the Federal Reserve’s approach to interest rates kept investors on edge. Read More

2024 was a strong year for almost every asset class, with U.S. equities leading the charge. In our last quarterly commentary, we mentioned that the S&P 500 Index had hit 47 new highs in 2024, ultimately adding 12 more before year-end. This rise was driven by optimism around U.S. growth, artificial intelligence, and the potential for deregulation under a new administration. Read More

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.
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