Category

Financial Planning
by Dr. JoAnne Feeney Portfolio Manager The broader U.S. economy appears to be growing solidly, yet many pundits wonder for just how long stocks can continue to rise. Valuations in most sectors are markedly above 5- and 10-year averages. Still, the big picture reveals that employers are creating more jobs (even with labor in short supply),...
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by Jeff Deiss CFP, AEP, Wealth Advisor With all the news reviews of the past year and decade coming across your desk or screen this week, we wanted to take the opportunity to thank you for continued trust and support. The past decade and the past year have seen ACM continue to grow and we would...
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by David Ruff CFA, Global Portfolio Manager To keep from dampening cheer this holiday season I won’t discuss politics, the economy, or even the markets – although equity markets have been in a giving mood lately. Rather, in this, the giving season, I want to highlight ADRs or American Depositary Receipts, and the role they play...
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by Kevin Kern Managing Partner Back in May, we noted that the House had passed a bill that if approved in the Senate would set sweeping changes to many retirees and beneficiaries of IRAs. Well, it looks like Washington was able to agree on something this year as the Secure Act was passed by Congress in...
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by Dr. JoAnne Feeney Portfolio Manager Tax-loss harvesting, holiday shopping trends, and 2020 market outlooks take center stage for investors this time of the year. Don’t neglect the first, keep track of the second, and ignore the third. This year, the tax-loss harvesting is a bit more challenging, given the S&P 500’s 25% rise year-to-date....
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by Kevin Kern Managing Partner By now most understand that the popular explanation for the phrase “Black Friday” is because the day represented the point in the year when retailers begin to turn a profit, thus going from being “in the red” to being “in the black”. It can also represent the darkness that has...
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by Joseph Pecoraro When is the deadline? The deadline for a contribution to a 2019 traditional or Roth IRA is the same as the tax-filing deadline—April 15.   If you wait until April 15 to make the contribution, you can also make a contribution for 2020 at the same time or wait until this time next year....
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by Jeff Deiss CFP, AEP, Wealth Advisor Absent any last-minute changes from Congress, below are a few year-end tax reminders.  This list is not exhaustive and a conversation with your tax advisor is always recommended. Harvest gains and losses before year-end, which is a classic year-end planning technique and one that we employ regularly at year-end...
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by Dr. Charles Lieberman Chief Investment Officer The sluggish behavior of capital investment is commonly highlighted as one of the key concerns when people worry about a weak economy.  But investment spending is an amalgam of several types of spending with only one component that is quite weak. Much of the weakness in capital investment over...
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Most every day there are multiple articles advising investors on how to prepare for the impending recession, or forecasting recession, or highlighting the vulnerability of record stock prices to the widely expected recession.  These articles reflect the need of the media to attract eyeballs and the desire of some pundits to garner attention.  Anyone can...
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