March 16 2023

Beer Markets: Banking Concerns, Jobs Report, & More

Episode 3 of "Beer Markets" is now available! In this episode of "Beer Markets" Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest news headlines including Silvergate, Silicon Valley Bank, and the j...

March 06 2023

Investor Insights - March 2023

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers 517February’s jobs number showed that the U.S. added 517,000 jobs in January, well above the expected 185,000. This is good news for the state of the economy ...

February 16 2023

Beer Markets Podcast: ChatGPT, CPI, & More

At ACG, we are always looking for new ways to engage and educate the community on the world of finance. As a result of this continuous effort, we have decided to start our own podcast titled "Beer Markets." In this podcast, ACG Wealth Management CIO ...

February 03 2023

Investor Insights - February 2023

See our recap of January's key statistics and market commentary below.  Noteworthy Numbers 27.8% The ARKK ETF, known for investing in nonprofitable and speculative technology innovators, gained 27.8% in January after losing 74.7% over 2021 and 2022. ...

January 20 2023

SECURE 2.0: Lots (and Lots) of New Retirement Plan Rules

By now, you have likely heard of the new law called SECURE 2.0. It was passed at the end of 2022 as part of the big omnibus spending bill and contains numerous provisions relating to qualified retirement plans and IRAs. It is a follow-up of sorts to ...

January 13 2023

Introducing ACG's New Podcast: Beer Markets

At ACG, we are always looking for new ways to engage and educate the community on the world of finance. As a result of this continuous effort, we are excited to announce the start of our podcast titled "Beer Markets."

January 09 2023

Investor Insights - January 2023

See our recap of December's key statistics and market commentary below.  Noteworthy Numbers 18.1% The S&P 500 lost 18.1%, its worst calendar year decline since 2008. 13% The Bloomberg U.S. Aggregate lost 13%, its worst calendar year since the ind...

December 16 2022

Terminated 401(k) Plans and the “12-Month Rule”

If you’re older than a certain age, you’re familiar with the tagline, “Roaches check in, but they don’t check out.” It’s kind of like that in a 401(k) plan. You can easily check your money in (contribute to the plan), but it can be hard to check it o...

December 06 2022

Investor Insights - December 2022

See our recap of November's key statistics and market commentary below.  Noteworthy Numbers -4.73 The Invesco DB US Dollar Bullish ETF fell 4.73% in the month of November, its worst monthly return since 2010. 14.85 The MSCI Emerging Markets Index ret...

November 21 2022

A Guide to SIMPLE IRAs and 401(k)s for TPAs

Note:  The SECURE 2.0 Act of 2022 made several changes to the rules related to SIMPLEs.  Accordingly, some of the information in this article may be outdated. In the retirement plan world, SIMPLE stands for Savings Incentive Match PLan for Employees....