Episode 10 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 financial and economic news headlines, including interest rates, ea...
October
20
2023
Beer Markets: Interest Rates, Earnings, & Consumer Spending
Posted by J. Saunders Wiggins, CFP®, AIF®
in Retirement, Wealth Management, Market Performance
with No Comments
September
21
2023
Beer Markets: UAW Strike's Effect on the Economy
Posted by J. Saunders Wiggins, CFP®, AIF®
in Retirement, Wealth Management, Market Performance
with No Comments
Episode 9 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 financial and economic news headlines, including the UAW strike and ...
August
18
2023
Beer Markets: U.S. Credit Rating Downgrade
Posted by J. Saunders Wiggins, CFP®, AIF®
in Retirement, Wealth Management, Market Performance
with No Comments
Episode 8 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 financial and economic news headlines, including the recent downgrad...
June
16
2023
Beer Markets: Breaking Down the Fed Pause
Posted by J. Saunders Wiggins, CFP®, AIF®
in Retirement, Wealth Management, Market Performance
with No Comments
Episode 6 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 financial and economic news headlines, most notably the Fed's recent...
May
18
2023
Beer Markets: More Like Dull Markets
Posted by J. Saunders Wiggins, CFP®, AIF®
in Retirement, Wealth Management, Market Performance
with No Comments
Episode 5 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 financial and economic news headlines, including the current "dull m...
April
20
2023
Beer Markets: Housing Market, The Fed, & Earnings Expectations
Posted by J. Saunders Wiggins, CFP®, AIF®
in Retirement, Wealth Management, Market Performance
with No Comments
Episode 4 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 financial and economic news headlines including the housing market, t...
April
03
2023
Contribution Options for Small Cash Balance and Defined Benefit Plans
Posted by David J. Kupstas, FSA, EA, MSEA
in Retirement, defined benefit, cash balance
with No Comments
At the end of the plan year, some of our small cash balance (CB) and traditional defined benefit (DB) clients will contact us wanting to know what “the” contribution is for the previous year, as though there was a single option for what they are requ...
March
16
2023
Beer Markets: Banking Concerns, Jobs Report, & More
Posted by J. Saunders Wiggins, CFP®, AIF®
in Retirement, Wealth Management, Market Performance
with No Comments
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...
February
16
2023
Beer Markets Podcast: ChatGPT, CPI, & More
Posted by J. Saunders Wiggins, CFP®, AIF®
in Retirement, Wealth Management, Market Performance
with No Comments
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 ...
January
20
2023
SECURE 2.0: Lots (and Lots) of New Retirement Plan Rules
Posted by David J. Kupstas, FSA, EA, MSEA
in 401(k), Retirement, Financial Planning, defined benefit, pbgc, secure act, SIMPLE, IRA, SEP, Roth, SECURE 2.0
with No Comments
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 ...