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  Accordingly, some of the information in this article may be outdated.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....

November 04 2022

Investor Insights - November 2022

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 T...

October 28 2022

Qualified Plan and Social Security Limits to Rise by Record Amounts in 2023

When the new Social Security benefit amounts and qualified retirement plan limits are announced in early fall each year, usually not all of them will rise in any given year because of how the limits are rounded down to the next lower multiple. Due to...

October 18 2022

CEO Sandy Wiggins Joins CBS 6 to Speak about Current Market Volatility

Last week, CEO Sandy Wiggins joined Bill Fitzgerald of CBS6 to discuss the current volatility in the market. Check out the video below for the full interview. You can also click here to see CBS6's write-up of the interview.