Boomers’ dividend stocks take beating from bond yields, with retirement income at risk
Matthew Liebman, founding partner and chief executive officer of Amplius Wealth Advisors in Blue Bell, Pennsylvania, said he’s starting to add high-quality bonds to clients’ portfolios. “The yields are as attractive as they’ve been in 20 years, give or take,” Liebman said. Investors who pair high-quality stocks with high-quality bonds can do really well. But he added, “Don’t buy anything just for the yield. You need a better reason than that.”
Podcasting for Fun and Profit: Why It’s Essential to Advisor Outreach
What makes a podcast worth listening to?
Amplius Founding Partner and CEO Matthew Liebman recently spoke with Rethinking65 about the role podcasting can play in creating authentic connections and giving clients a look at the people and perspectives behind a firm.
From markets and investing to local hoagie reviews, Matt shares how The Wealth Amplifier keeps the conversation informative, approachable, and true to who we are.
How to Optimize Clients’ Investment Properties for Retirement
Amplius Partner and President of Wealth Planning Patrick Swift was recently featured in Financial Advisor IQ, sharing his perspective on how investment properties can fit into a broader retirement strategy.
In the article, Patrick discusses balancing real estate income with tax flexibility, diversification, and the personal goals that shape how clients want to spend their retirement years.
Why RIA firms are launching their own ETFs — and what it takes to win
We’re proud to be featured in “Why RIA Firms Are Launching Their Own ETFs — and What It Takes to Win.”
In the article, Matthew Liebman, Founding Partner and CEO of Amplius Wealth Advisors, discusses the client needs that helped shape the launch of the Amplius Active Asset Allocation ETF (NYSE: AAAA).
Multi-generational wealth management: Rethinking how advisors serve the modern family
Matt Liebman was recently featured in AdvisorEngine’s Advisor Intelligence on how wealth management firms are rethinking the way they serve modern families.
Matthew D. Liebman and Patrick J. Swift Honored Among AdvisorHub’s Top RIAs for 2026
We’re proud to share that Matthew D. Liebman, CFA®, CRPC®, CAIA®, and Patrick J. Swift, CFP®, have been recognized on AdvisorHub’s Advisors to Watch – RIAs 2026 list!
Nominees for the Advisors to Watch Ranking are required to have a minimum of seven years’ experience, at least $150m in AUM, 2 years at their current firm in good standing, and a clean regulatory record. Advisors are ranked on a 100-point scale in three categories. SCALE, GROWTH and PROFESSIONALISM. Data collected is from 12/31/2024 to 12/31/2025. Award is valid from June 2026 – 2027. Participation in the ranking is open to any firm or advisor and there are no fees for participation.
Meet the RIA: Amplius Wealth Advisors
What does it take to grow fast in one of the most crowded corners of finance?
Our Founding Partner & CEO, Matthew D. Liebman, CFA®, CRPC®, CAIA®, sat down to talk through it: the forces behind the firm’s rapid growth, what actually sets an independent RIA apart today, and where we’re headed next.
SpaceX’s IPO Was a Huge Payday for Its Workers. 6 Smart Tips From Financial Advisors.
Aaron Marks was just featured in Barron’s — and his advice is worth reading whether you work at SpaceX or not.