--- title: Blog & Market Commentary from AMG (2) description: Expert finance advising insights at your fingertips! Explore articles with tips on investments, wealth management, and financial planning. (2) --- [![Logo](https://amgwealthadvisors.com/hubfs/AMG-Logo-Primary-Vertical-Texas-Oak.svg)](https://amgwealthadvisors.com/) - About Us - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - [Our Services](https://amgwealthadvisors.com/services) - [Asset Management](https://amgwealthadvisors.com/services/asset-management) - [Business Succession Planning](https://amgwealthadvisors.com/services/business-succession-planning) - [Estate Planning](https://amgwealthadvisors.com/services/estate-planning) - [Financial Transition Planning](https://amgwealthadvisors.com/services/financial-transition-planning) - [Retirement Planning](https://amgwealthadvisors.com/services/retirement-planning) - [Tax Planning](https://amgwealthadvisors.com/services/tax-planning) - Who We Serve - [Our Comprehensive Approach](https://amgwealthadvisors.com/our-comprehensive-approach) - [Our Clients](https://amgwealthadvisors.com/our-clients) - [Affluent Individuals & Families](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families) - 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Client Login - [Black Diamond](https://amgwealthadvisors.com/knowledge/blog/page/2#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/knowledge/blog/page/2#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/knowledge/blog/page/2#schwab-alliance) [Let’s Get Started](https://amgwealthadvisors.com/contact) - About Us - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - [Our Services](https://amgwealthadvisors.com/services) - [Asset Management](https://amgwealthadvisors.com/services/asset-management) - [Business Succession Planning](https://amgwealthadvisors.com/services/business-succession-planning) - [Estate Planning](https://amgwealthadvisors.com/services/estate-planning) - [Financial Transition Planning](https://amgwealthadvisors.com/services/financial-transition-planning) - [Retirement Planning](https://amgwealthadvisors.com/services/retirement-planning) - [Tax Planning](https://amgwealthadvisors.com/services/tax-planning) - Who We Serve - [Our Comprehensive Approach](https://amgwealthadvisors.com/our-comprehensive-approach) - [Our Clients](https://amgwealthadvisors.com/our-clients) - [Affluent Individuals & Families](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families) - [Family Businesses & Entrepreneurs](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs) - [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors) - [Women in Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition) - COI Partners - [Our Collaborative Approach](https://amgwealthadvisors.com/who-we-partner-with/our-collaborative-approach) - Our Professional Partners - [Business Appraisers](https://amgwealthadvisors.com/who-we-partner-with/business-appraisers) - [CPAs](https://amgwealthadvisors.com/who-we-partner-with/cpas) - [Estate Attorneys](https://amgwealthadvisors.com/who-we-partner-with/estate-attorneys) - [Exit Planning & Advisors (CEPA)](https://amgwealthadvisors.com/who-we-partner-with/exit-planning-advisors-cepa) - [Trust Officers](https://amgwealthadvisors.com/who-we-partner-with/trust-officers) - Resources - [Blog](https://amgwealthadvisors.com/knowledge/blog) - [Newsletters](https://amgwealthadvisors.com/knowledge/resources-for-you) - Client Login - [Black Diamond](https://amgwealthadvisors.com/knowledge/blog/page/2#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/knowledge/blog/page/2#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/knowledge/blog/page/2#schwab-alliance) [Let’s Get Started](https://amgwealthadvisors.com/contact) ## Redirect Notice - Black Diamond Portal You are now leaving AMG Wealth Advisor's website and will be entering the SS&C Advent Black Diamond Wealth Platform ("Black Diamond") website. 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[Continue](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx) [Cancel](https://amgwealthadvisors.com/knowledge/blog/page/2#!) ## Articles & Resources - [All Posts](https://amgwealthadvisors.com/knowledge/blog) - [Financial Planning](https://amgwealthadvisors.com/knowledge/blog/tag/financial-planning) - [Market Commentary](https://amgwealthadvisors.com/knowledge/blog/tag/market-commentary) - [Trusts](https://amgwealthadvisors.com/knowledge/blog/tag/trusts) - [Estate Planning](https://amgwealthadvisors.com/knowledge/blog/tag/estate-planning) - [Financial Planning vs Wealth Management](https://amgwealthadvisors.com/knowledge/blog/tag/financial-planning-vs-wealth-management) - [Wealth Management](https://amgwealthadvisors.com/knowledge/blog/tag/wealth-management) - [Wills](https://amgwealthadvisors.com/knowledge/blog/tag/wills) All Posts [![The Gift of Financial Conversation: Why Transparency is the New Code of Conduct](https://amgwealthadvisors.com/hubfs/Gift%20of%20Financial%20Conversation-1.jpg)](https://amgwealthadvisors.com/knowledge/blog/the-gift-of-financial-conversation) Nov 6, 2025 The Gift of Financial Conversation: Why Transparency is the New Code of Conduct Discover how to host multigenerational money talks with ease, introduce estate planning, gifting intentions & financial values into family conversations. [Read More](https://amgwealthadvisors.com/knowledge/blog/the-gift-of-financial-conversation) [![Questions to Ask Your Financial Advisor About Retirement](https://amgwealthadvisors.com/hubfs/image1-1.jpg)](https://amgwealthadvisors.com/knowledge/blog/questions-to-ask-financial-advisor-about-retirement) Oct 23, 2025 Questions to Ask Your Financial Advisor About Retirement Retirement comes with its own set of financial planning challenges. Navigate them easily with AMG Wealth Advisors in Austin. Book a consult today! [Read More](https://amgwealthadvisors.com/knowledge/blog/questions-to-ask-financial-advisor-about-retirement) [![The Invisible Costs of Caregiving](https://amgwealthadvisors.com/hubfs/Cost%20of%20Caregiving%20(1).jpg)](https://amgwealthadvisors.com/knowledge/blog/the-invisible-costs-of-caregiving) Oct 2, 2025 The Invisible Costs of Caregiving Retirement comes with its own set of financial planning challenges. Navigate them easily with AMG Wealth Advisors in Austin. Book a consult today! [Read More](https://amgwealthadvisors.com/knowledge/blog/the-invisible-costs-of-caregiving) [![Now It’s Your Turn: The Empty Nest Reset](https://amgwealthadvisors.com/hubfs/AMG%20Empty%20Nester%20(1).jpg)](https://amgwealthadvisors.com/knowledge/blog/now-its-your-turn-the-empty-nest-reset) Oct 2, 2025 Now It’s Your Turn: The Empty Nest Reset Retirement comes with its own set of financial planning challenges. Navigate them easily with AMG Wealth Advisors in Austin. Book a consult today! [Read More](https://amgwealthadvisors.com/knowledge/blog/now-its-your-turn-the-empty-nest-reset) [![Financial Planning vs Wealth Management](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfz2jOTVTzz9-Py5DuvRwsQ6Nq4Q9o9zDR91eWdo-e8QDIyCz1ecFE4flCmb0EbOefZolvTCcw_C9JUOb45A7lKpiN-0Sz4mK0VY9LYhSdVfdZE_qEwA895Fn7j4DdfYLDIsNQ5_A?key=Uq9zP7Wj7EIm6Nub-uch1VtH)](https://amgwealthadvisors.com/knowledge/blog/financial-planning-vs-wealth-management) Apr 2, 2025 Financial Planning vs Wealth Management Learn the major differences between financial planning and true wealth management with AMG, your trusted Austin-area wealth advisors. [Read More](https://amgwealthadvisors.com/knowledge/blog/financial-planning-vs-wealth-management) [![What Assets Should and Should Not Be in a Trust](https://amgwealthadvisors.com/hubfs/trustplanning.jpg)](https://amgwealthadvisors.com/knowledge/blog/what-assets-should-and-should-not-be-in-a-trust) Feb 10, 2025 What Assets Should and Should Not Be in a Trust Need to know which assets are best for your trust? AMG Wealth Advisors in Austin can help you make the right decisions for your family's future. [Read More](https://amgwealthadvisors.com/knowledge/blog/what-assets-should-and-should-not-be-in-a-trust) [![Do I Need a Trust if I Have a Will?](https://amgwealthadvisors.com/hubfs/trust-willdisscussion.jpg)](https://amgwealthadvisors.com/knowledge/blog/do-i-need-a-trust-if-i-have-a-will) Jan 23, 2025 Do I Need a Trust if I Have a Will? Wills and trusts are fundamental concepts of estate planning. Contact AMG Wealth Advisors in Austin today to see if a trust is right for your financial situation. [Read More](https://amgwealthadvisors.com/knowledge/blog/do-i-need-a-trust-if-i-have-a-will) [![Business Transition Planning](https://amgwealthadvisors.com/hubfs/transitionplanning.jpg)](https://amgwealthadvisors.com/knowledge/blog/business-transition-planning) Jan 3, 2025 Business Transition Planning Have a business transition ahead? Read our guide on what to know and do during to make the transition a successful one. [Read More](https://amgwealthadvisors.com/knowledge/blog/business-transition-planning) [![Are You Prepared for a 30 Year Retirement?](https://amgwealthadvisors.com/hubfs/Imported_Blog_Media/ezgif-2-7075545331.jpg)](https://amgwealthadvisors.com/knowledge/blog/are-you-prepared-for-a-30-year-retirement) Oct 10, 2023 Are You Prepared for a 30 Year Retirement? Are you financially prepared for a 30-year retirement? Many retirees aren't. Learn about the importance of proper planning and key strategies to ensure financial stability throughout your golden years. [Read More](https://amgwealthadvisors.com/knowledge/blog/are-you-prepared-for-a-30-year-retirement) [1](https://amgwealthadvisors.com/knowledge/blog/page/1) [2](https://amgwealthadvisors.com/knowledge/blog/page/2) [3](https://amgwealthadvisors.com/knowledge/blog/page/3) [4](https://amgwealthadvisors.com/knowledge/blog/page/4) [5](https://amgwealthadvisors.com/knowledge/blog/page/5) [...](https://amgwealthadvisors.com/knowledge/blog/page/7) [7](https://amgwealthadvisors.com/knowledge/blog/page/7) ![AMG Wealth Advisors](https://amgwealthadvisors.com/hubfs/MG%20(1)-1.png) T: 512.647.1500 TF: 800.266.1723 1221 South Mopac Expressway, Suite 240 Austin, Texas 78746 [![linkedin](https://amgwealthadvisors.com/hubfs/ln.png)](https://www.linkedin.com/company/amg-wealth-advisors/) [![Instagram](https://amgwealthadvisors.com/hubfs/Instagram%20(1).png)](https://www.instagram.com/amgwealthadvisors/) All Investment Advisory Services are provided by Waterloo Capital d/b/a AMG Wealth Advisors, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. AMG Wealth Advisors is not affiliated with Waterloo Capital. Additional information about Waterloo Capital d/b/a AMG Wealth Advisors, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov. Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance level. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites. - ABOUT AMG - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - KNOWLEDGE - [Blog](https://amgwealthadvisors.com/knowledge/blog) - [Resources For You](https://amgwealthadvisors.com/knowledge/resources-for-you) - PARTNER WITH US - [Entreprenuers](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs) - [Women in Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition) - [Affluent Families & Individuals](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families) - [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors) - INVESTOR LOGIN - [Black Diamond](https://amgwealthadvisors.com/knowledge/blog/page/2#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/knowledge/blog/page/2#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/knowledge/blog/page/2#schwab-alliance) © AMG Wealth Advisors. 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