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Financial Planning
by Jeff Deiss CFP, AEP, Wealth Advisor “Olympic athletes are at the peak of their careers, but even they need rest days to stay healthy.  The markets and the economy are no different.  Sometimes they need to reset from record-setting performance, too.“ Following the recent stock market volatility in May, we wrote about emotional investing and...
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by David Lieberman Managing Partner, Portfolio Manager Last year one of the players on my 9-year-old son’s baseball team was hit by a pitch in the neck and was removed from the game. While initially scary, after some icing and time on the bench he was physically fine. Mentally, however, the event had a more enduring...
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By Dr. JoAnne Feeney Portfolio Manager The recent escalation in trade tensions, following Trump’s announcement that he intends to impose a 10% tariff on the remaining $300 billion of Chinese imports, has sent markets into another downward spiral and pushed volatility (as measured by the VIX) back above 20. A 10% tax on the rest...
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by Jeff Deiss CFP, AEP, Wealth Advisor With kids home from school and summer jobs on their minds, we thought we’d share some info on how you can provide some additional financial motivation and perhaps give them a bit of an education at the same time. You can open a Roth IRA in the name of...
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by Kevin Kelly Portfolio Manager While fixed-income investors have enjoyed relatively strong returns in the first half of 2019 after a tough 4Q18, most are likely trying now to handle lower interest rates and very tight credit spreads. As a reminder, the credit spread is the incremental yield an investor demands on a corporate bond versus...
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by Dr. Charles Lieberman Chief Investment Officer Fed Chairman Jerome Powell signaled quite clearly that the FOMC will lower its policy rate at its July meeting. But should it? Powell justified reducing rates by pointing to inflation being below the Fed’s 2% target, while the trade war with China and weaker growth overseas increase uncertainty over...
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by Jeff Deiss CFP, AEP, Wealth Advisor With the equity market indices (Dow Jones Industrial Average, S&P 500 index) hitting all-time highs recently, most investors are feeling good financially. We’ve been writing recently about the behavioral aspects of investing and how our emotions play a role. Why? As a reality check and a reminder that things...
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By: Paul Broughton Original Content by ACM Wealth July 1st marked the point of the longest economic expansion in U.S. history which started on June 1, 2009.  And this past week saw all three major equity indices reach all-time highs.  In the first half of 2019, the S&P climbed 18.5%, having had its best first half...
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By Jeff Deiss, CFP, AEP, Wealth Advisor Original Content by ACM Wealth There are plenty of articles on what your child should bring with him/her to college, how to decide on a major, and even how to deal with a new roommate, but nobody ever talks about what happens when things go wrong. Before your...
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By David Lieberman, Managing Partner, Portfolio Manager I was recently coaching my son’s travel baseball team for a typical game during our busy summer season and one of the kids on our team was batting while I was manning first base. The first pitch arrived, a close pitch but probably just a bit too far...
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Recent Posts

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