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Financial Planning
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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By Randall Coleman, Portfolio Manager, CFA Original Content by ACM Wealth It’s not hidden, it’s not a secret, and everyone is part of it. Hidden in plain view are the demographic trends that drive the long-term evolution of populations and by, extension, societies. Frequently, short-term market gyrations capture investor interest at the expense of inexorable trends...
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By Jeff Deiss, CFP, AEP, Wealth Advisor Original Content by ACM Wealth We wrote a piece in 2017 about the importance of maintaining equities in your portfolio and how, academically, equities provide the best investment outcome over long periods of time.  In contrast to what we know academically, we also talked about the psychological benefits...
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Original Content by ACM Wealth Written by Pimm Fox (Bloomberg: June 3, 2019) — When markets start playing an unfamiliar tune, it’s worth listening to an experienced money manager such as Chuck Lieberman, a founding member of Advisors Capital Management, former chief economist at Chase Bank and former head of the monetary analysis staff at...
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Original Content by AMC Wealth Written by Jeff Deiss, CFP, AEP, Wealth Advisor In investing, cash is generally viewed as something best avoided or minimized. Holding some may be necessary for basic liquidity/emergency needs, but mainstream investment advice is to keep as little on hand as possible and to put the rest to work toward...
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Original Content by AMC Wealth Written by Dr. Joanne Feeney, Portfolio Manager The yin and yang of U.S. markets were on display yet again over the last couple of weeks as the S&P first fell 3.3%, but then rose 4.4% last week. Even as the market dropped on Trump’s threatened tariffs on Mexico and as...
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Check out this U.S. News & World Report by Geoff Williams that Amit Chopra was recently quoted in, centered around reshaping your money mindset! Here’s a quick snapshot… “Reflect on your attitude toward spending and saving decisions to shift your perspective. Identify your bad habits. If you recognize that you’re always running out of money...
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As 2018 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and investments Revisit your retirement contributions. Review how much you’re contributing to your workplace retirement account. If you’re not taking full advantage...
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As 2017 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and investments Revisit your retirement contributions. Review how much you’re contributing to your workplace retirement account. If you’re not taking full advantage...
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