Wealth Management Insights

Read informative articles about economic trends, wealth management services, financial planning, investment strategies, and more.

Navigating Market Changes Under a New Presidential Administration

The new administration’s policies will impact markets over the coming months and years. American Bank is ready to help you navigate the financial waters and make sure your financial plan is optimized to best serve your goals.

Monthly Markets Memo - January 2025
With markets showing no signs of worry and optimism fully priced in, expectations are high. The labor market is stable but slow, possibly signaling a shift from tight to softer conditions. 
Monthly Markets Memo - December 2024
With robust economic activity and stable inflation, the FOMC continued its rate cut path, setting the stage for further developments.
Year-End Tax Strategies

2024 is quickly coming to a close, and that means it's an ideal time to optimize your taxes. Look into these year-end tax strategies to lock in savings before 2025 begins.

Monthly Markets Memo - November 2024
October brought a mix of optimism and caution as the markets respond to the latest economic signals.
Crafting Tomorrow’s Leaders

Effective successor development can help ensure the long-term viability of the family business. Here's how bankers can help shape family business successors.

Monthly Markets Memo - October 2024

September data continues to be choppy, with lots of noise and head fakes, just as it was over the past year that saw the FOMC “talking about” rate cuts to finally, actually cutting.

Don’t Let Family Feuds Disrupt Your Business Legacy

When it comes to succession planning, family dynamics are key. Feuding family members may unintentionally sabotage the legacy and reputation of a business. The good news is there are experts who can help.

Monthly Markets Memo - September 2024

August was a rollercoaster of alternating negative and positive economic data surprises. With frequent shifts and turbulent whiplash, it can look less like flying and more like falling with style.

Business Succession Planning and Your Estate

When business owners fail to account for their business as part of their estate, they risk the loss of the business when the estate needs to be settled.

Monthly Markets Memo - August 2024

July serves as a key reminder that adaptability and flexibility in the face of the unexpected are key to sustainable growth.

Protect Yourself Against Online Investment Scams

While the internet is a convenient platform to communicate with investment sources, it remains a popular place for scam artists to find victims.

Planning for a Sound, Long-term Investment Strategy as a Business Owner

The best investment strategy for business owners is a relatively simple approach.

The Challenges and Opportunities in Multi-Generational Planning

Help your family successfully transfer wealth from generation to generation.

Business Owners Need a Serious Plan for Retirement

If you want to achieve financial independence, you need a serious retirement strategy.

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