March 28 2018

Simple Investment Lesson Worth Repeating

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...

March 14 2018

The Good, The Bad and Maybe The Unknown About Target Date Funds

The Good Over the past decade the U.S. Target-Date mutual fund category has grown from under $200 billion in assets to over $880 billion as of the end of 2016. These types of investments address the “misallocation” risk that many 401(k) plan particip...

February 21 2018

How Can I Determine My Risk Tolerance?

2018 has already surpassed 2017 when it comes to volatility in the stock market. Last year’s market was about as exciting as the Olympic qualifier for Curling, and this year is feeling more like an Alpine Ski Race at breakneck speeds. Now that invest...

December 06 2017

What You Need to Know About Investing in Bitcoin

There’s a good chance that you’ve heard of Bitcoin before. In fact, lately, there’s a good chance you can’t avoid hearing about it. As its price has skyrocketed over 1,000 percent in 2017, with much of those gains in just the past few months, Bitcoin...

November 29 2017

What You Need to Understand About Risk Tolerance and Time Horizon

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...

November 15 2017

Why a Strategic Asset Allocation is Important

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...

August 30 2017

Rising Interest Rates Not Always Bad For Stock Prices

The Federal Reserve began raising the Federal Funds interest rate in December of 2015. They raised rates again in 2016 and twice so far in 2017 with the possibility of another increase later this year. With four rate hikes so far in this rate raising...

August 09 2017

ACG's Best Investment Strategies for Dentists

As a dentist, you’ve worked hard to get ahead in your career by mastering your education and profession. But your success shouldn’t stop short of your financial plans. When building a prosperous life, you must also employ the best investment strategi...

July 12 2017

The 411 on Investment Fees: Why Cheaper Doesn’t Mean Better

As the old adage goes, “You get what you pay for.” In many respects, the same holds true for the investment industry. Understanding how fees work can seem daunting and the investment industry can appear complicated which is intimidating for many inve...

June 15 2017

Secrets from Financially Successful Dentists

So, you’re a dentist making a decent salary, but you just can’t seem to get ahead in your financial standing. Sound familiar?