Category

Security
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 Dr. JoAnne Feeney Portfolio Manager Nearly half of the S&P 500 companies have now reported results for last quarter and the vast majority of them are beating expectations. This is not as good as it sounds. Expectations were low to begin with and those “beats” continue to point to another quarter of lower earnings, relative...
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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 Jeff Deiss, CFP, AEP, Wealth Advisor Original Content by ACM Wealth Financial elder fraud today is a sophisticated endeavor and it can happen to anyone.  I’ve received three bogus email alerts myself this week claiming to be from my bank.  I also regularly hear the conversations my wife or her brothers are having with...
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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 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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It’s tough to remember how we managed our daily lives without smartphones. How did we get around town without quick access to Google Maps? Pay our bills on time before we had credit card and banking apps? Or let someone know we were running late without text messaging? Because completing tasks on smartphones is so...
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When it comes to filing your tax return, you put in the time and effort to complete every form accurately and according to the instructions. But even if you do everything by the book, a tax identity thief may still file a fraudulent return in your name. Unfortunately, this happens all too often. In fact,...
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