Month

March 2020
by Kevin Kelly Portfolio Manager The credit dislocations experienced across investment grade bonds, high yield bonds, and preferreds have also dramatically impacted the mortgage market. The credit moves in the mortgage market been relatively extreme with the spread on 30-year mortgages (Fannie Mae) versus Treasuries nearly doubling from a 0.95% credit spread (on 2/19) to 1.80%...
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Investors cheered the government’s $2.2 trillion relief package last week. The S&P 500 climbed 17.8% from Monday through Thursday, although it did give back 3.4% on Friday when the deal actually passed the House. Investors recognized that, while the package will help brunt the blow, containing the virus will take longer than the few weeks...
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by Jeff Deiss CFP, AEP, Wealth Advisor March 28, 2020 Given that many older Americans are at high risk for serious illness from the coronavirus, certain rules have been relaxed as a result to help Medicare beneficiaries manage throughout the crisis. It’s also an important time to pay close attention for scammers and elder fraud. Testing...
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by Jeff Deiss CFP, AEP, Wealth Advisor March 28, 2020 The Coronavirus Aid, Relief and Economic Security Act, (CARES Act) of 2020 is a historic emergency relief program focused on keeping American Workers Paid, Assistance to Workers, Families and Businesses, Supporting America’s Healthcare System in the fight against the Coronavirus, and the Economic Stabilization of the...
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By:  Dr. Charles Lieberman, CIO and Dr. JoAnne Feeney, PM CLICK HERE TO DOWNLOAD BOOKLET The meltdown in the markets and the economy seem to be happening at warp speed. How can this be put to bed, so Americans can have a sense that the crisis will end? The policy needs seem reasonably clear. Policymakers...
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by Jeff Deiss CFP, AEP, Wealth Advisor The answer to the question, “where is the stock market headed over the next three months?”, is on everyone’s mind and remains unknown. Much depends, as we’ve been describing for the past two weeks, on how quickly we all shut down our activity in order to stop the spread...
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by Kevin Strauss The economic upheaval triggered by efforts to mitigate COVID-19’s spread is disrupting not only equity markets, but also the fixed income world in ways that have surprised many investors. Volatility has jumped in a market where investors thought they were shielded. But the news is not all bad. The source of the...
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By: Dr. Charles Lieberman, CIO and Dr. JoAnne Feeney, PM The meltdown in the markets and the economy seem to be happening at warp speed. How can this be put to bed, so Americans can have a sense that the crisis will end? The policy needs seem reasonably clear. Policymakers are moving with extraordinary speed,...
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Written by ACM Wealth Advisors Capital Management (ACM) is fully functional during the Coronavirus (COVID-19) outbreak with employees throughout the country working remotely as well as multiple in-office locations.  Should the Coronavirus outbreak require ACM to direct more in-office employees to work remotely we are confident that our clients should not see any difference in...
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  Written by Kevin Kern “Your money or your life?” is the crystal clear offer that muggers will give their victims to minimize a scuffle.  Those in their right minds will hand over their wallet and spare their lives.  The markets, economy, and investors are getting mugged right now by COVID-19.  Though tempting to hold...
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