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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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Buyout Offers: What to Know Before You Go

Buyout Offers: What to Know Before You Go

As COVID-19 continues to roil the global economy, we’ve seen more and more companies offer buyouts to their employees. Earlier this year, several airlines announced voluntary separation or early retirement packages as stay-at-home orders...

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The Not-So-Great Game of Investing

The Not-So-Great Game of Investing

The concept of “gamification,” a process in which gaming elements are applied to an activity to encourage engagement, can be a useful way to help people, especially young people, grasp a complex concept. For years, educators have used games to...

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