blog.acgworldwide.comACG Blog

Who We Are Selected Staff Bios Culture and Philosophy Advisory Board Members What We Do Wealth Management Investment Advisory Third Party Administration Retirement Plan Consulting Financial Planning Services Tax Strategies Who We Help Businesses Entrepreneurs Individuals and Families Foundations and Endowments Press & Resources Blog Company News CBS 6 News Market Briefs Monthly Investor Insights Quarterly Commentary Cost of Living Adjustments Important Disclosures Contact Us 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 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 06 2023 Investor Insights -October 2023 Posted by Bobby Moyer, CFA, CFP®, CAIA in Monthly Insights with No Comments See our recap of September’s key statistics and market commentary below. Noteworthy Numbers 12.2 Energy was the best-performing sector in the third quarter of 2023 with a total return of 12.2%. Energy was also the only positive S&P sector for Sep... 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 ... September 08 2023 Investor Insights -September 2023 Posted by Bobby Moyer, CFA, CFP®, CAIA in Monthly Insights with No Comments See our recap of August’s key statistics and market commentary below. Noteworthy Numbers 8.8 The Job Openings and Labor Turnover Survey showed that the number of job openings in the US fell to 8.8 million, the lowest number since March of 2021. 237 N... 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... August 04 2023 Investor Insights -August 2023 Posted by Bobby Moyer, CFA, CFP®, CAIA in Monthly Insights with No Comments See our recap of July’s key statistics and market commentary below. Noteworthy Numbers 13The Dow Jones Industrial Average was positive for 13 straight days posting its longest streak of days in positive territory since 1987. 1 The Bank of Japan annou... July 11 2023 Investor Insights -July 2023 Posted by Bobby Moyer, CFA, CFP®, CAIA in Monthly Insights with No Comments See our recap of June’s key statistics and market commentary below. Noteworthy Numbers 33The Consumer Discretionary sector is up 33% year-to-date despite the fears around rising interest rates and recession warnings. The consumer continues to be resi... 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... June 05 2023 Investor Insights -June 2023 Posted by Bobby Moyer, CFA, CFP®, CAIA in Monthly Insights with No Comments See our recap of May’s key statistics and market commentary below. Noteworthy Numbers 24.3 The S&P 500 Technology sector is outperforming the S&P 500 by 24.3% year-to-date through May. The sector has returned 33.95% year-to-date. 159 Nvidia i... 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... 1 2 3 4 5 ... 32 Next » All posts Subscribe to Email Updates Posts by Topic 401(k) (105) Retirement (105) Monthly Insights (80) Financial Planning (62) Investments (50) Wealth Management (37) Market Performance (28) defined contribution (21) Tax Strategy (16) defined benefit (16) retirement plan (10) Compilation (9) covid-19 (6) qualified plan (6) Asset Allocation (5) distribution planning (5) irs (5) Third Party Administration (4) participant loan (4) pbgc (4) secure act (4) TPA (3) defined benefit funding (3) fiduciary obligation (3) options (3) social security (3) IRA (2) Roth (2) SEP (2) SIMPLE (2) combo plan (2) coronavirus (2) cross-tested (2) 70 1/2 (1) ADP test (1) Case Study (1) Donor Advised Fund (1) RMD (1) SECURE 2.0 (1) alternative defined contribution plan (1) beneficiary (1) cash balance (1) catch-up contribution (1) collars (1) contribution (1) death (1) deductions (1) epcrs (1) form 5500 (1) funding deadline (1) hardship (1) integrated (1) interval funds (1) late deposits (1) mega backdoor roth ira (1) mistake of fact (1) nonspouse (1) pension (1) plan termination (1) put writing (1) required minimum distribution (1) roth ira (1) successor plan (1) vcp (1) see all Phone: 800-231-6409 or 804-323-1886 | Fax: 804-323-1889 ©2024 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...