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Wealth Management Dos and Don'ts During the Coronavirus

Wealth Management Dos and Don'ts During the Coronavirus

Coronavirus news is so much a part of our lives now, that I was stunned to recall that six months have passed since the Centers for Disease Control announced the first U.S. case! From there, we all know the story: America’s fear grew worse, more...

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Q2's Divergent Stories: Stocks Up, Economy in Recession

Q2's Divergent Stories: Stocks Up, Economy in Recession

The second quarter of 2020 proved to be just as amazing as the first. But, while the stock market’s devastating decline dominated Q1 headlines, the story of Q2 tends to read more like the opening line of Charles Dickens’ A Tale of Two Cities:

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Our Surprise Custody Audit and What It Means for You

Our Surprise Custody Audit and What It Means for You

Some of you may have received an email or letter from AMDG Financial, notifying you that you have been selected to participate in something called a “surprise custody audit.” The email or letter tells you to expect a DocuSign email from us, in...

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Three Strategies to Manage Your Investing Fears

Three Strategies to Manage Your Investing Fears

Although the stock market has recovered most of the losses it sustained in the first quarter, the coronavirus-related fear that originally sent investors running for the exits seems to be lingering for some. This week, the Wall Street Journal...

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Why Do People Hire Financial Advisers?

Why Do People Hire Financial Advisers?

One of many ongoing discussions in my line of work has to do with understanding the value of financial advice and working with a financial adviser. If you’ve never worked with an adviser, it may even be a question you’ve asked yourself. After...

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