ACG Blog

  Did you go on vacation and miss reading our blog posts? Have you been swamped at the office and opened the November Investor Insights but never got a chance to read it through?  For your convenience, I've compiled links to our recently published po...

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...

It is generally the case that the more compensation one earns, the bigger the contributions and benefits he may receive from a qualified retirement plan. The limits on salary deferrals in 401(k) plans, annual additions in defined contribution plans, ...

The IRS, Pension Benefit Guaranty Corporation (PBGC) and Social Security Administration (SSA) have announced 2019 contribution and benefit limits and other numbers of interest. Many of these can be found here. Most limits and thresholds will see mode...

See our recap of October's key statistics and market commentary below. 

Someone said to me the other day, “Growing up has been really hard. I liked it when I was a kid!”  It was spoken during a discussion about all the responsibilities associated with owning and managing a business or professional practice. So why can’t ...

There was a time when a good friend convinced me to go with a car lease instead of a purchase. I never had leased a car, but she pointed out all of the great reasons why leasing was better. I ran out and leased a high-end SUV for three years. When my...

See our recap of September's key statistics and market commentary below. 

  Did you go on vacation and miss reading our blog posts? Have you been swamped at the office and opened the September Investor Insights but never got a chance to read it through?  For your convenience, I've compiled links to our recently published p...

I took a call recently from an employee participating in a defined benefit pension plan that is being terminated. As part of the plan termination, the employee had been offered a lump sum buyout. He could take either a monthly pension or a single lum...