Jimmy Pickert, CFA, CRPS®

Jimmy Pickert, CFA, CRPS® Portfolio Manager

Recent Posts

November 20 2019

The Stock Market’s at an All-Time High - Is Now the Time to Invest?

Buying low and selling high is easier said than done. Fear, greed, an inflated sense of forecasting and other biases constantly muddle the decisions of experts and novices alike. And yet, there’s a frequent scenario in which many investors adhere to ...

July 17 2019

What You Need to Know About Interval Funds

The investment industry is constantly evolving to bring investors unique ways of enhancing their portfolios. One of the more exciting evolutions in recent years is the advent of vehicles called interval funds. This blog will introduce you to the conc...

June 26 2019

Understanding Option Collars

Option-based collar hedges can be a great way to stay invested in stocks without exposing yourself to the same degree of losses you’d experience in a typical bear market. With the current bull market extending deep into its tenth year, the use of col...

February 20 2019

Convertible Arbitrage - What Is It and Why Should You Care?

When the stock market is late into a bull-cycle and bond yields aren’t providing enough income, investors are often left wondering where to turn. There are a number of solutions that ACG likes to include in its clients’ portfolios, and one of those s...

January 16 2019

A History of Bear Markets

The S&P 500 flirted with bear market territory in December, with stocks trading downward on fears of rising interest rates, slowing economies and trade concerns. On Christmas Eve the index closed at 2,351.10, down 19.78 percent from its September 20 ...

November 21 2018

A Few Nuggets of Wisdom on Pot Stocks

Last year around Thanksgiving I wrote about the craze around Bitcoin and cryptocurrencies in general. The blog’s main point was that, after seeing record numbers of new accounts opening up for the purchase of Bitcoin, investors shouldn’t rush in with...

September 12 2018

Want to Save for Education Expenses? Open up a 529 Plan Account.

Opening up a 529 Plan is the best way to save for education expenses. In addition to providing a great means by which one can save for the ever-increasing costs of education, there are current and future tax benefits to enjoy.

August 08 2018

What You Need to Know About the 2- and 10-year Spread

If you are a regular consumer of financial media, or if you get your pulse on the market from our monthly Investor Insights newsletter, you have probably seen mention of an indicator called the 2- and 10-year spread. The spread has been a recurring t...

March 28 2018

Simple Investment Lesson Worth Repeating

November 2017 marked the ten-year anniversary of the beginning of the bear market associated with the Great Financial Crisis (GFC). Since the end of that bear market in March 2009, investors have more or less had an enjoyable and profitable ride in t...

February 21 2018

How Can I Determine My Risk Tolerance?

2018 has already surpassed 2017 when it comes to volatility in the stock market. Last year’s market was about as exciting as the Olympic qualifier for Curling, and this year is feeling more like an Alpine Ski Race at breakneck speeds. Now that invest...