Press | Amplius Wealth Advisors

Market Volatility
April 4, 2025

In a recent InvestmentNews feature by Gregg Greenberg, Amplius Wealth Founding Partner & CEO Matthew Liebman weighs in on how investors are responding to recent market swings.

“Our investment outlook is fairly neutral, so we’re neither aggressively buying nor selling. However, if a client is underweighted in areas of the market that have been selling off, we may adjust their allocation back in line with their target,” said Liebman.

As some investors lean in and others step back, Liebman emphasizes the importance of strategic balance over market timing.

How Next-Gen Financial Advisors Can Lure Young Clients Away From Older Advisors

Financial Planning, Next Gen Investors
March 25, 2025

Exciting news! Our very own Aaron Marks was featured in Barron’s, sharing insights on how next-gen advisors can attract and retain younger investors.

His key takeaway? TLC matters—younger clients want personalized attention, innovative strategies, and real engagement with their advisor.

Advisors who embrace social media, focus on short-term goals, and build trust will shape the future of wealth management.

Baby boomers not rushing to create wealth transfer plans

Investing, Wealth Transfer
March 25, 2025

Baby Boomers & wealth transfer— What’s the holdup?

Despite projections of a $100 trillion wealth transfer, many baby boomers are holding onto assets longer than expected. In Investment News, Amplius Wealth Advisors CEO Matt Liebman (tag) explains how longer life expectancies, estate tax uncertainty, and evolving financial priorities are shifting inheritance strategies.

Are you rethinking your wealth transfer plans?

European stocks are finally leading. Should financial advisors follow?

Investing
March 25, 2025

European stocks are gaining momentum…Should you invest?

With European markets outperforming U.S. stocks, investors are debating whether to shift their portfolios. Matt Liebman, CEO of Amplius, shares why our firm remains committed to international diversification—and why they may increase European exposure.

Leaders Talks: Aaron Marks on the Rise of 351 Exchanges

ETFs, Investing
March 25, 2025

In this episode of Leaders Talks, we speak with Aaron Marks of Amplius Wealth Advisors, a member of the Leaders Top 100 list, about why he uses ETFs in client portfolios and an increasingly popular investment strategy: using 351 exchanges.

Market Impact of California Wildfires

Investing
March 25, 2025

The Market Impact of California Wildfires: What You Need to Know 🔥🌲

“The cost to rebuild is often higher than one thinks owing to higher labor and material costs after a disaster,” notes Matthew Liebman. Matthew and Ahmed Riesgo delve into the economic and market implications of the California wildfires and how insurance companies are responding to these challenges.

Lottery’s $1.26 Billion Winner Will Need Tax Attorney, Therapist

Finance, Strategy
March 25, 2025

When life hands you $1.26 billion, smart moves matter.

Our CEO, Matthew Liebman, shares his expert advice in Bloomberg on navigating the thrill—and complexities—of sudden wealth. From building a trusted advisory team to making strategic decisions, this advice is valuable for anyone managing a financial windfall.

Financial advisors sound off on their top investments for 2025

Diversification, Investing
March 25, 2025

Matt Liebman, CEO of Amplius Wealth Advisors, was featured in InvestmentNews, sharing his 2025 investment outlook: “The Bull Market in Diversification.” Matt predicts that the dominance of U.S. tech stocks will give way to more diverse market leadership across geographies, sectors, and styles.

To capitalize on this trend, he suggests global ETFs like iShares Global 100 ETF (IOO) and iShares MSCI ACWI ETF (ACWI).

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