ACG Blog

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...

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...

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...

The recent weather reminded us that it is indeed spring and time for spring cleaning. Last week’s federal tax deadline was a reminder that as we pull our tax paperwork together, now is the perfect time to focus our spring cleaning attention to our fi...

With the passage of the 2017 Tax Cuts and Jobs Act (TCJA), there are changes that impact charitable giving. More specifically, individual donors and nonprofits can leverage TCJA to make smarter philanthropic contributions with the Qualified Charitabl...

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...

Recently our son declared to his mother that she had not bought him candy when he was little.  Surprised, my wife found objection to his statement saying, “I bought you candy.”  Our son recalled going through the checkout line and not being able to e...

When deciding how to invest your money, the most important question is, “How much risk should I take?” Your answer can mean the difference between meeting your goals—for example, retiring when and how you want—and falling short of them. Unfortunately...

An investor’s strategic asset allocation is an investment portfolio’s target mix of different asset categories. Generally, a strategic asset allocation will be rebalanced, commonly annually, to ensure the current investment allocation is not signific...

Let me paint a picture. You are at a cocktail party with a friend. He can’t stop talking about the gains he recently made on the latest tech stock investment. You start to feel envious, maybe even a bit angry that you didn’t get in on the investment....