Our founder, Amit Chopra, was recently featured in Yahoo Money’s article “Map: Here are the best and worst U.S. states for retirement in 2020”, commenting on the driving factors for those transitioning into retirement. Read the article here >Read More

by Dr. JoAnne Feeney The market has been behaving like Dr. Jekyll and Mr. Hyde over the past month, bouncing between good and bad news. Which personality will arrive this week? The extent of uncertainty applies to this year’s earnings, but also 2021 and 2022. As we’ve noted before, we are in a strange situation where...Read More

by Dr. Charles Lieberman The surge in Covid 19 cases unnerved investors this past week, which is understandable. People did get complacent as various states reopened, particularly those that hadn’t been hit hard when the pandemic first arrived in the U.S. So, infections spiked notably in places that hadn’t previously been subjected to large numbers of...Read More

by John Bruggemann, CFP On Tuesday, June 23, the IRS announced a few important modifications to the original changes made by the CARES Act regarding RMDs (required minimum distributions) taken from an IRA and defined contribution plans in 2020. As you may recall, the CARES Act waived 2020 RMDs as well as first-time 2019 RMDs delayed...Read More

by Kevin Kelly Portfolio Manager During the first half of 2020, fixed income yields moved substantially, behaving far more volatile than normal and deviating from historical levels of normal volatility (perhaps the understatement of the year!). Consequently, almost every fixed income portfolio has seen the widest swings in principle values since the Global Financial Crisis. All...Read More

by John Bruggemann CFP, Wealth Advisor Most clients are familiar with the various tax-advantaged vehicles we all utilize – IRAs and 401K plans for retirement and 529 accounts for college savings. However, many are not familiar with a tax-advantaged savings plan focused specifically on healthcare expenses, which is a Health Savings Account, or HSA. Many employers...Read More

by David Lieberman Managing Partner, Portfolio Manager Summary United States • The US passes 2M cases but the daily case growth rate falls below 1%. • Cases are climbing in about 20 states including CA, FL, TX, MA, NC, TN, SC, UT, WA, GA, AK, AZ, KY, NM. But this is largely not reflected in an...Read More

by ACM Wealth ACM Wealth Administrator What a difference a month makes. Not only has the S&P 500 recouped much of its losses since late March, but the economic data is starting to turn positive. The pandemic is still with us, but we are learning how to live with it. A vaccine may yet be many...Read More

by David Ruff CFA, Global Portfolio Manager With COVID-19, ongoing trade issues, and now riots, many equity investors are asking if equities worldwide have disconnected from reality. The U.S. and Europe, hardest hit by the pandemic, are still dealing with ongoing economic challenges. Investors also worry as tensions between the U.S. and China, the world’s two...Read More

by Matthew Terzian, CFA, CFP “…In this world nothing can be said to be certain, except death and taxes.” Benjamin Franklin, 1789 The longer one participates in the workforce the louder this quote rings true on the tax front. And unfortunately, the longer one lives, they can relate more and more on the death front,...Read More