October 11 2017

The Potential Impact of Sequence of Returns Risk

As you plan your strategy for creating portfolio distributions during retirements, there are a number of different factors you should consider. These include your budget, expenses, and sources of retirement income other than your investment portfolio...

October 04 2017

Investor Insights: October 2017

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

September 27 2017

What You Need to Know Before Adopting a 401(k) Plan

The beauty of a 401(k) plan is the flexibility it offers. As a business owner, your main priority may be to offer a 401(k) plan to attract top talent. Or you may want to have a 401(k) plan to reduce taxes by offering a match or a profit-sharing compo...

September 13 2017

Three Quick Tips to Make Your Wealth Last in Retirement

According to U.S. News & World Report, starting in 2012 and spanning 20 years, an average of 10,000 Baby Boomers will reach age 65 each day. That number seems startlingly high, especially considering research shows that many Baby Boomers are not ...

September 08 2017

Investor Insights: September 2017

See our recap of August’s key statistics and market commentary below.

August 30 2017

Rising Interest Rates Not Always Bad For Stock Prices

The Federal Reserve began raising the Federal Funds interest rate in December of 2015. They raised rates again in 2016 and twice so far in 2017 with the possibility of another increase later this year. With four rate hikes so far in this rate raising...

August 09 2017

ACG's Best Investment Strategies for Dentists

As a dentist, you’ve worked hard to get ahead in your career by mastering your education and profession. But your success shouldn’t stop short of your financial plans. When building a prosperous life, you must also employ the best investment strategi...

August 04 2017

Investor Insights: August 2017

See our recap of July's key statistics and market commentary to help guide your investment decisions.

July 26 2017

Baby Boomer Close to Retirement? Here’s How to Prepare.

Are you a Baby Boomer close to retirement without the savings you need? If you’re still not ready to retire, you’re not alone. Every day, 10,000 Baby Boomers retire. Yet, 78% of 50-year-olds and 74% of 60-year-olds are behind in saving for retirement...

July 19 2017

5 Reasons Why You Need to Revisit Your 401(k) Plan Design

Are you guilty of having a 401(k) plan but can’t remember plan design or investment menu? If you answered yes, you are not alone. Many plan sponsors let their plan run on autopilot once it’s up and running, but it may be time to rethink your position...