ACG Blog

Have you been busy saying goodbye to summer and welcoming the new season? For your convenience, I've compiled links to our recently published posts directly below.

See our recap of September's key statistics and market commentary below. Noteworthy Numbers The S&P Small Cap 600 Value was the leading asset class of September with a return of 5.72%. Futures contracts on Brent Crude oil soared as high as 19.5% ...

If you sponsor a 401(k) plan, you are likely working with great partners. You probably work with an advisor who maintains the investment lineup. You are also probably working with a Third Party Administrator (TPA) who handles the daily administration...

See our recap of August's key statistics and market commentary below. Noteworthy Numbers The yield on the 10-year treasury closed the month at 1.50%. This is a 52 basis point drop during the month. The yield at the end of July was 2.02%. The S&P ...

Recently, we shared the basic rules related to participant loans in qualified retirement plans. From time to time, there will be loans that are not in compliance with one or more of these rules. What happens then? Is there a fix? Today, we will go th...

See our recap of July's key statistics and market commentary below. Noteworthy Numbers The fed lowered the target federal funds rate to 2.25 percent. This is the first rate cut by the Fed since 2008. Large cap stocks have outperformed small cap stock...

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...

Many 401(k) and profit sharing plans are set up to be cross-tested plans. (Most of those that aren't probably should be.) There are times, however, when using cross-testing is not the best way to satisfy the nondiscrimination rules. Sometimes, you mi...

See our recap of June's key statistics and market commentary below. Noteworthy Numbers The yield on the 10-year US Treasury finished June at 2.00%, its lowest monthly close in years. The spot price for an ounce of gold closed at $1.428 on June 24, it...

Option-based collar hedges can be a great way to stay invested in stocks without exposing yourself to the same degree of losses you’d experience in a typical bear market. With the current bull market extending deep into its tenth year, the use of col...