March 13 2019

Six Easy Ways to Save AND Have a Life

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...

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...

February 06 2019

Emotions and Money - An Uneasy Marriage

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...

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 29 2018

Longest Bull Market:  How Long Can It Go?

We are currently in the longest running bull market recorded since World War II. On Tuesday, Aug.21, the current bull market, which started on March 9, 2009, tied the previous record and a few days later broke the record after hitting all-time highs ...

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...

March 14 2018

The Good, The Bad and Maybe The Unknown About Target Date Funds

The Good Over the past decade the U.S. Target-Date mutual fund category has grown from under $200 billion in assets to over $880 billion as of the end of 2016. These types of investments address the “misallocation” risk that many 401(k) plan particip...