---
title: ACG Blog | Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®
description: Bobby Moyer is the Chief Investment Officer at ACG. Jimmy Pickert is our Portfolio Manager.
---

[![acg-logo-header.png](https://blog.acgworldwide.com/hs-fs/hubfs/acg-logo-header.png?width=123&name=acg-logo-header.png "acg-logo-header.png")](http://www.acgworldwide.com/)

- [Who We Are](http://www.acgworldwide.com/about-acg/) 
    - [Selected Staff Bios](http://www.acgworldwide.com/selected-staff-bios/)
    - [Culture and Philosophy](http://www.acgworldwide.com/culture-and-philosophy/)
    - [Advisory Board Members](http://www.acgworldwide.com/advisory-board-members/)
- [What We Do](http://www.acgworldwide.com/our-services/) 
    - [Wealth Management](http://www.acgworldwide.com/wealth-management/)
    - [Investment Advisory](http://www.acgworldwide.com/investment-advisory-services/)
    - [Third Party Administration](http://www.acgworldwide.com/third-party-administration/)
    - [Retirement Plan Consulting](http://www.acgworldwide.com/401k/)
    - [Financial Planning Services](http://www.acgworldwide.com/financial-planning-services/)
    - [Tax Strategies](http://www.acgworldwide.com/tax-strategies/)
- [Who We Help](http://www.acgworldwide.com/our-clients/) 
    - [Businesses](http://www.acgworldwide.com/businesses/)
    - [Entrepreneurs](http://www.acgworldwide.com/entrepreneurs/)
    - [Individuals and Families](http://www.acgworldwide.com/successful-individuals-and-families/)
    - [Foundations and Endowments](http://www.acgworldwide.com/foundations-and-endowments/)
- [Press & Resources](http://www.acgworldwide.com/acg-live/) 
    - [Blog](http://www.acgworldwide.com/blog/)
    - [Company News](http://www.acgworldwide.com/company-news/)
    - [CBS 6 News Market Briefs](http://www.acgworldwide.com/company-news/bill-fitzgerald-of-cbs-6-news-interviews-with-sandy-wiggins/)
    - [Monthly Investor Insights](https://blog.acgworldwide.com/topic/monthly-insights)
    - [Quarterly Commentary](http://www.acgworldwide.com/commentary/)
    - [Cost of Living Adjustments](http://www.acgworldwide.com/colas-and-limits/)
    - [Important Disclosures](http://www.acgworldwide.com/acg-live/website-disclosure/)
- [Contact Us](http://www.acgworldwide.com/contact-us/)

[![Richmond Virginia](https://blog.acgworldwide.com/hs-fs/hubfs/ACG_June2016/images/ACGLogo_KOHi.png?width=280&height=112&name=ACGLogo_KOHi.png "Richmond Virginia")](http://www.acgworldwide.com/)

![banner2.jpg](https://blog.acgworldwide.com/hs-fs/hubfs/ACG_June2016/images/banners/banner2.jpg?width=810&name=banner2.jpg "banner2.jpg")

# ACG Blog

## Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®

![](https://blog.acgworldwide.com/hubfs/RM%20JP_Square%20Crop.jpg)

Bobby Moyer is the Chief Investment Officer at ACG. Jimmy Pickert is our Portfolio Manager.

### Recent Posts

March 06 2023

## [Investor Insights - March 2023](https://blog.acgworldwide.com/investor-insights-2023-march)

Posted by [Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert) in [Monthly Insights](https://blog.acgworldwide.com/topic/monthly-insights) with [No Comments](https://blog.acgworldwide.com/investor-insights-2023-march#comments-listing)

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 b...

February 03 2023

## [Investor Insights - February 2023](https://blog.acgworldwide.com/investor-insights-2023-february)

Posted by [Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert) in [Monthly Insights](https://blog.acgworldwide.com/topic/monthly-insights) with [No Comments](https://blog.acgworldwide.com/investor-insights-2023-february#comments-listing)

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 09 2023

## [Investor Insights - January 2023](https://blog.acgworldwide.com/investor-insights-2023-january)

Posted by [Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert) in [Monthly Insights](https://blog.acgworldwide.com/topic/monthly-insights) with [No Comments](https://blog.acgworldwide.com/investor-insights-2023-january#comments-listing)

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 inde...

December 06 2022

## [Investor Insights - December 2022](https://blog.acgworldwide.com/investor-insights-2022-december)

Posted by [Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert) in [Monthly Insights](https://blog.acgworldwide.com/topic/monthly-insights) with [No Comments](https://blog.acgworldwide.com/investor-insights-2022-december#comments-listing)

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 retu...

November 04 2022

## [Investor Insights - November 2022](https://blog.acgworldwide.com/investor-insights-2022-november)

Posted by [Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert) in [Monthly Insights](https://blog.acgworldwide.com/topic/monthly-insights) with [No Comments](https://blog.acgworldwide.com/investor-insights-2022-november#comments-listing)

See our recap of October's key statistics and market commentary below. Noteworthy Numbers 4.55 The yield on the U.S. 2 Year Treasury peaked at 4.55% in October before finishing the month at 4.51%. This is its highest level since August 2007. 14.07 Th...

October 10 2022

## [Investor Insights - October 2022](https://blog.acgworldwide.com/investor-insights-2022-october)

Posted by [Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert) in [Monthly Insights](https://blog.acgworldwide.com/topic/monthly-insights) with [No Comments](https://blog.acgworldwide.com/investor-insights-2022-october#comments-listing)

See our recap of September's key statistics and market commentary below. Noteworthy Numbers 3 The Federal Reserve increased the Federal Funds Rate by 75 basis points to 3.00% in September; this is the highest the benchmark rate has been since January...

September 08 2022

## [Investor Insights - September 2022](https://blog.acgworldwide.com/investor-insights-2022-august-0)

Posted by [Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert) in [Monthly Insights](https://blog.acgworldwide.com/topic/monthly-insights) with [No Comments](https://blog.acgworldwide.com/investor-insights-2022-august-0#comments-listing)

See our recap of August's key statistics and market commentary below. Noteworthy Numbers 11.2 The Job Opening and Labor Turnover Survey, commonly known as JOLTS, showed that there were 11.2 million job openings in July, and only 5.6 million looking f...

August 04 2022

## [Investor Insights - August 2022](https://blog.acgworldwide.com/investor-insights-2022-august)

Posted by [Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert) in [Monthly Insights](https://blog.acgworldwide.com/topic/monthly-insights) with [No Comments](https://blog.acgworldwide.com/investor-insights-2022-august#comments-listing)

See our recap of July's key statistics and market commentary below. Noteworthy Numbers 9.22% The S&P 500 had a total return of 9.22% in July, the best monthly return since November 2020. -0.9% U.S. GDP declined at an annualized rate of 0.9% in th...

July 06 2022

## [Investor Insights - July 2022](https://blog.acgworldwide.com/investor-insights-2022-july)

Posted by [Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert) in [Monthly Insights](https://blog.acgworldwide.com/topic/monthly-insights) with [No Comments](https://blog.acgworldwide.com/investor-insights-2022-july#comments-listing)

See our recap of June's key statistics and market commentary below. Noteworthy Numbers 1970 The last time the S&P 500 lost so much in the first half of any year was in 1970. The S&P 500 has declined 19.96% so far in 2022 as inflation, the Fed...

June 07 2022

## [Investor Insights - June 2022](https://blog.acgworldwide.com/investor-insights-2022-june)

Posted by [Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert) in [Monthly Insights](https://blog.acgworldwide.com/topic/monthly-insights) with [No Comments](https://blog.acgworldwide.com/investor-insights-2022-june#comments-listing)

See our recap of May's key statistics and market commentary below. Noteworthy Numbers 6.6% The S&P 500 enjoyed a 6.6% return in the final full week of May, its best weekly return since November 2020. The rally helped the index avoid officially cl...

1 [2](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert/page/2) [3](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert/page/3) [Next »](https://blog.acgworldwide.com/author/bobby-moyer-and-jimmy-pickert/page/2) [All posts](https://blog.acgworldwide.com/all)

### Subscribe to Email Updates

### Posts by Topic

- [401(k) (105)](https://blog.acgworldwide.com/topic/401k)
- [Retirement (105)](https://blog.acgworldwide.com/topic/retirement)
- [Monthly Insights (80)](https://blog.acgworldwide.com/topic/monthly-insights)
- [Financial Planning (62)](https://blog.acgworldwide.com/topic/financial-planning)
- [Investments (50)](https://blog.acgworldwide.com/topic/investments)
- [Wealth Management (37)](https://blog.acgworldwide.com/topic/wealth-management)
- [Market Performance (28)](https://blog.acgworldwide.com/topic/market-performance)
- [defined contribution (21)](https://blog.acgworldwide.com/topic/defined-contribution)
- [Tax Strategy (16)](https://blog.acgworldwide.com/topic/tax-strategy)
- [defined benefit (16)](https://blog.acgworldwide.com/topic/defined-benefit)
- [retirement plan (10)](https://blog.acgworldwide.com/topic/retirement-plan)
- [Compilation (9)](https://blog.acgworldwide.com/topic/compilation)
- [covid-19 (6)](https://blog.acgworldwide.com/topic/covid-19)
- [qualified plan (6)](https://blog.acgworldwide.com/topic/qualified-plan)
- [Asset Allocation (5)](https://blog.acgworldwide.com/topic/asset-allocation)
- [distribution planning (5)](https://blog.acgworldwide.com/topic/distribution-planning)
- [irs (5)](https://blog.acgworldwide.com/topic/irs)
- [Third Party Administration (4)](https://blog.acgworldwide.com/topic/third-party-administration)
- [participant loan (4)](https://blog.acgworldwide.com/topic/participant-loan)
- [pbgc (4)](https://blog.acgworldwide.com/topic/pbgc)
- [secure act (4)](https://blog.acgworldwide.com/topic/secure-act)
- [TPA (3)](https://blog.acgworldwide.com/topic/tpa)
- [defined benefit funding (3)](https://blog.acgworldwide.com/topic/defined-benefit-funding)
- [fiduciary obligation (3)](https://blog.acgworldwide.com/topic/fiduciary-obligation)
- [options (3)](https://blog.acgworldwide.com/topic/options)
- [social security (3)](https://blog.acgworldwide.com/topic/social-security)
- [IRA (2)](https://blog.acgworldwide.com/topic/ira)
- [Roth (2)](https://blog.acgworldwide.com/topic/roth)
- [SEP (2)](https://blog.acgworldwide.com/topic/sep)
- [SIMPLE (2)](https://blog.acgworldwide.com/topic/simple)
- [combo plan (2)](https://blog.acgworldwide.com/topic/combo-plan)
- [coronavirus (2)](https://blog.acgworldwide.com/topic/coronavirus)
- [cross-tested (2)](https://blog.acgworldwide.com/topic/cross-tested)
- [70 1/2 (1)](https://blog.acgworldwide.com/topic/70-1-2)
- [ADP test (1)](https://blog.acgworldwide.com/topic/adp-test)
- [Case Study (1)](https://blog.acgworldwide.com/topic/case-study)
- [Donor Advised Fund (1)](https://blog.acgworldwide.com/topic/donor-advised-fund)
- [RMD (1)](https://blog.acgworldwide.com/topic/rmd)
- [SECURE 2.0 (1)](https://blog.acgworldwide.com/topic/secure-2-0)
- [alternative defined contribution plan (1)](https://blog.acgworldwide.com/topic/alternative-defined-contribution-plan)
- [beneficiary (1)](https://blog.acgworldwide.com/topic/beneficiary)
- [cash balance (1)](https://blog.acgworldwide.com/topic/cash-balance)
- [catch-up contribution (1)](https://blog.acgworldwide.com/topic/catch-up-contribution)
- [collars (1)](https://blog.acgworldwide.com/topic/collars)
- [contribution (1)](https://blog.acgworldwide.com/topic/contribution)
- [death (1)](https://blog.acgworldwide.com/topic/death)
- [deductions (1)](https://blog.acgworldwide.com/topic/deductions)
- [epcrs (1)](https://blog.acgworldwide.com/topic/epcrs)
- [form 5500 (1)](https://blog.acgworldwide.com/topic/form-5500)
- [funding deadline (1)](https://blog.acgworldwide.com/topic/funding-deadline)
- [hardship (1)](https://blog.acgworldwide.com/topic/hardship)
- [integrated (1)](https://blog.acgworldwide.com/topic/integrated)
- [interval funds (1)](https://blog.acgworldwide.com/topic/interval-funds)
- [late deposits (1)](https://blog.acgworldwide.com/topic/late-deposits)
- [mega backdoor roth ira (1)](https://blog.acgworldwide.com/topic/mega-backdoor-roth-ira)
- [mistake of fact (1)](https://blog.acgworldwide.com/topic/mistake-of-fact)
- [nonspouse (1)](https://blog.acgworldwide.com/topic/nonspouse)
- [pension (1)](https://blog.acgworldwide.com/topic/pension)
- [plan termination (1)](https://blog.acgworldwide.com/topic/plan-termination)
- [put writing (1)](https://blog.acgworldwide.com/topic/put-writing)
- [required minimum distribution (1)](https://blog.acgworldwide.com/topic/required-minimum-distribution)
- [roth ira (1)](https://blog.acgworldwide.com/topic/roth-ira)
- [successor plan (1)](https://blog.acgworldwide.com/topic/successor-plan)
- [vcp (1)](https://blog.acgworldwide.com/topic/vcp)

see all

#### Phone: 800-231-6409 or 804-323-1886 | Fax: 804-323-1889

©2026 ACG Worldwide. All Rights Reserved.

ACG Wealth Management is a registered investment advisor with the Securities & Exchange Commission. If you would like to receive a copy of Form ADV, Part II please feel free to contact us at (804) 323-1886 or webmaster@acgwealthmanagement.com.

[Important Disclosures](http://www.acgworldwide.com/acg-live/website-disclosure/)