Many advisory firms talk about their array of tools and resources. Every firm that is worth talking to
has them. The difference, however, is what the advisor does with them. Do they have the insight to use
them properly? How well do they apply them to help you? ACG’s insights may help provide a sense of
our ability to help you achieve success, as you define that term.
“Most kitchens have the same spices in the spice rack. That does not mean everyone is a good cook.”
– anonymous
Social Security planning is retirement planning. In this seminar, learn about claiming strategies and how to maximize your benefits. We will cover information about spousal, survivor and divorce benefits. ..
Join us to learn about making sure your hard earned savings are in a well-diversifid portfolio that is appropriate for you. We'll talk about invesment options and strategies that will help you reach your retirement goals...
There is plenty you can be doing right now to make the most our of your company's retirement plan.We'll cover the time-value of money, balancing debt paydown and saving goals, investment terminology, strategies and more. ..
If you’re a pre-retiree who needs to catch up on retirement saving, or if you don’t need the income from some of your IRA or 401(k) accounts and want to leave them for your children, here are the limits on contributions to federally qualified defined contribution retirement plans for 2022...
The Standard & Poor’s 500 stock index declined 5.7% for the week. It was the third consecutive week of losses and the worst week for stocks since March 2020. Yet the economic data released this past week indicated strong growth is ahead for the U.S. economy. Housing starts unexpectedly rose sharply in December, according to Census Bureau data released Wednesday. With 1.7 million housing starts in December, growth in homebuilding has n..
If you’re a pre-retiree who needs to catch up on retirement saving, or if you don’t need the income from some of your IRA or 401(k) accounts and want to leave them for your children, here are the limits on contributions to federally qualified defined contribution retirement plans for 2022. The overall limit on contributions to defined contributions plans in 2022 is $61,000. That’s up $3000 from 2021. For baby boomers in the work..
Wall Street’s forecast for 2022 is for a 4% gain in the Standard & Poor’s 500 stock index. But what does that really mean? Should you care? The answer is “not so much.” Wealth management is not predicated on predicting the stock market’s performance over the next year. No one can reliably predict stock prices year after year and Wall Street’s no exception, according to this chart by independent economist Fritz Meyer. If the ..
Tighter Monetary Policy is Here Strategy While Covid remains the number one health threat and number one economic threat, the variants keep changing. We were negatively impacted by the Delta variant last quarter and now we have Omicron. While this variant is much more contagious, it seems to cause fewer serious symptoms. Some medical experts say this is how a pandemic ends; millions get infected by a much less serious variant, and we have her..
The non-transitory nature of inflation was the backbone for many aspects of life in the 4 th quarter. Politically, it was a significant contributor to the uncertain status of the Biden administration’s signature legislative program (the social infrastructure package). The possible addition of gas on the fire (that is the painful aspects of the current state of inflation) has moderate Democrats calling for a pause to additional fiscal stimul..
Facing the prospect of a difficult tax filing season, the Internal Revenue Service says it will begin processing 2021 income tax returns on January 24 -- 17 days earlier than last year’s filing season began. Fearing the Omicron variant might sideline employees and cause delays in processing returns, the agency Tuesday said the earlier-than-usual start-date for individual tax return filers “allows the IRS time to perform programming and testin..
With stocks, real estate, and other capital-gain-assets appreciating sharply for the past three years, it’s more important than ever to rebalance your portfolio...
The index of purchasing activity at large manufacturers fell in December but remains not far from its record high, as did much the more important index of purchasing activity at large service companies. Services account for 89% of U.S. economic growth, while manufacturing accounts for 11%, and about 90% of jobs in the U.S. are created by the service sector. The purchasing managers indexes, which are based on monthly survey..
The U.S. stock market’s 133% five-year return dominated this diverse group of 13 securities investments. None of the other asset classes came even close to the total return of the Standard & Poor’s 500 stock index. With another year passing, the financial media is naturally talking a lot about the spectacular returns on stocks and real estate, and there’s a smattering of coverage about the big losers – investments in energy and commod..
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