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...Read More

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...Read More

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,...Read More

by Dr. JoAnne Feeney Portfolio Manager If you’d gone away for a silent meditation retreat last week, you’d have come back to find your portfolio little changed and would have remained fairly calm, but only until you turned on the news. The S&P 500 finished last week roughly flat, but the violent ride from Monday to...Read More

by Dr. JoAnne Feeney Portfolio Manager   The news on the novel coronavirus continues to roil markets and we are getting more frequent questions as to the likely economic and market impact, and what, if anything, investors should do about it. As recent reports shifted from rising recoveries in China to new cases in Europe, Asia,...Read More

Behavioral finance warns of an investment tendency called “anchoring” and the arbitrary benchmarks of index investments. Read Forefront’s Amit Chopra’s thoughts on “anchoring” for index investors in this article.   ACM is a registered investment advisory firm with the United States Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill...Read More

Read Forefront’s Amit Chopra’s comments on the impact that the Coronavirus is having on investments in the stock market. Learn how you can protect your retirement savings. Read the full article here.       ACM is a registered investment advisory firm with the United States Securities and Exchange Commission (SEC). Registration does not imply...Read More

    By: Dr. Charles Lieberman  – Chief Investment Officer I still read quite often how stocks are extremely expensive or badly overvalued. Such a determination can’t be done in isolation. It is necessary to place the valuation of stocks into context versus other asset prices. Stocks are certainly not expensive relative to Treasury bonds...Read More

by Randall Coleman Even as China has locked down Wuhan, the city of 11 million where Novel Coronavirus (2019 nCoV) originated, cases continue to multiply and spread. Infections have already been reported in 14 other countries as health officials strive to contain the outbreak. These statistics are virtually certain to be outdated by the time this...Read More

by Jeff Deiss As the Coronavirus outbreak and additional cases occur around the globe, the markets are reflecting this growing worry. Thus far, the markets have responded in a fashion consistent with past epidemics. Equity market corrections of 5% to 10% are common, occurring on average about once or twice per year.  History has shown that...Read More