NEWS & INSIGHTS

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What if I have a major healthcare event in retirement?

Long-term care and healthcare in retirement can be difficult to navigate. Learn tips on how to plan for this in retirement.

How to Stop Cognitive Decline from Wreaking Havoc on Family Finances

Advisors weigh impact of Republican platform on client portfolios

2024 Advisors to Watch

Congrats to Aaron Marks, Matt Liebman, & Patrick Swift for their recognition in AdvisorHub's 2024 Top RIAs to Watch Ranking for the 2nd consecutive year.

What ever happened to that small-cap rally?

In their latest article, Investment News pondered the disappearance of the small-cap rally. Matt Liebman concurred, attributing it to large corporations securing low borrowing costs, while small companies face headwinds in a potentially higher interest rate environment. The Amplius Team advises clients that predicting market timing is tough, but small-cap investments hold long-term promise, especially amid falling interest rates.