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Security
by Kevin Kern Managing Partner In the Spring of 2018, the S&P 500® was trading at a forward P/E of 17.3X. The stock market was a little rich in valuation but arguably warranted as earnings were still trending upward and employment surging. At that time we took a look at our private account valuations in...
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by David Ruff CFA, Global Portfolio Manager The short answer is no. While the confrontation may worsen and possibly include Chinese army involvement, these kinds of protests rarely lead to economic stagnation and failure.  Paradoxically, many of these kinds of violent demonstrations in other parts of Asia have helped bring political reform and improved economies.  Thailand,...
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by Dr. Charles Lieberman Chief Investment Officer Analysts describe investors as “Twitchy,” Skittish,” and “Anxious.”  It is impossible to read a financial publication without being informed that inverted yield curves signal recession.  The decline in yields on Treasuries is commonly taken as the market anticipating or preparing for a recession.  The trade war is taken as...
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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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