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Wishing You a Meaningful Holiday Season

Wishing You a Meaningful Holiday Season

Today, we break from financial conversations to celebrate the season with you. We know that’s going to be a tall order this year. After all, families have been coming together for millennia to gather around holiday tables. Counting their...

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Reflections on the 2020 Presidential Election

Reflections on the 2020 Presidential Election

Here’s an interesting puzzle: Why do we cringe at the sight or sound of breaking glass, but we salivate over breaking news?

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2020's Maxim: Expect the Unexpected

2020's Maxim: Expect the Unexpected

In third-quarter markets that represented a second consecutive quarter of remarkable overall gains, what stock outshone all the others in the S&P 1500 Composite Index?

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Regulation Best Interest: One Size Fits None?

Regulation Best Interest: One Size Fits None?

Those of you who work with AMDG Financial know that we are a fee-only, fiduciary investment advisory firm. When I started the firm in 2002, I knew that placing my clients’ interests ahead of my own would make it possible to always deal with them...

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Did You Take a PPP Loan? Get Ready for Higher Taxes.

Did You Take a PPP Loan? Get Ready for Higher Taxes.

A report by the Small Business Administration in August showed that more than 5.2 million businesses took advantage of the U.S. Government’s Paycheck Protection Program (PPP) in 2020. The program closed to new loan applications on Aug. 8, and, as...

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