Have you been busy this month and missed reading one of our blog posts? Or perhaps you're wondering what ACG has been doing out in the community. Don't worry, help is here. For your convenience, I've compiled links to our recently published posts...
March
20
2019
During the implementation a 401(k) plan, a retirement plan consultant sits with the plan sponsor and explains the various plan design options. There is a lot of flexibility offered, but some provisions carry a level of risk that is greater than other...
March
13
2019
As spring is on its way, after a long and cold winter, I’m excited about all the outdoor activities my family and I can start doing again. Whether it’s a day trip to historic Colonial sites, an excitement filled afternoon at an amusement park or chec...
March
01
2019
See our recap of February's key statistics and market commentary below.
February
27
2019
Have you been busy this month and missed reading one of our blog posts? Or perhaps you're wondering what ACG has been doing out in the community. Don't worry, help is here. For your convenience, I've compiled links to our recently published posts...
February
20
2019
Convertible Arbitrage - What Is It and Why Should You Care?
Posted by Jimmy Pickert, CFA, CRPS®
in Investments, Wealth Management, Financial Planning
with No Comments
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...
February
13
2019
Deadlines for 401(k) Contributions and How to Fix Late Deposits
Posted by David J. Kupstas, FSA, EA, MSPA
in 401(k), defined contribution, late deposits
with No Comments
Taking too long to deposit an employee’s salary deferral contributions into a 401(k) plan is a big no-no. We hear all kinds of excuses why plan sponsors take too long to make their deposits. Reasonable as they may sound to the person making them, the...
February
06
2019
With Valentine’s Day coming up (ahhh, I’m looking forward to my favorite chocolate!), it’s time to talk about our relationship to money. The bogeyman for many people’s relationships is often money, budgeting and investing. For a lot of folks these ar...
February
01
2019
See our recap of January's key statistics and market commentary below.
January
16
2019
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 ...