Financial Insights

First Quarter 2024 Review and Outlook

Explore ACM's comprehensive review of domestic and global markets, along with updates and expectations for Q1 2024. Gain valuable insights from ACM's portfolio managers and partners on the macroeconomic implications of the first quarter of 2024....
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What’s Important?

Co-authored by David Lieberman,  M.B.A., Partner / Portfolio Manager Director of Investment Research Economic growth continues to roll along, while the moderation trend in inflation is slowing...
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Tax Planning: The Importance of Sharing Your Filed Tax Return with Your Financial Advisor

As tax season comes to a close, many of us are breathing a sigh of relief that our taxes are filed and behind us for another year. However, it is important to understand that sharing a full copy of...
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What‘s the Deal With Estimated Tax Payments?

When you started your first job, you were probably so happy just to be earning some money that you didn’t question why taxes were being taken out of your paycheck. The reason why taxes are taken...
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Will the Fed Cut Rates This Year?

Investors remain convinced that multiple rate cuts by the Fed are still coming in 2024, even as solid economic data ratchets downwards such expectations. Growth remains rather healthy and there are...
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Which is Better on Tax Day, a Refund or Owing Money?

With April upon us, this marks not just the beginning of longer sunny days or warmer weather, but the final few weeks for folks to file their taxes before April 15th (or choose to delay if an...
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The Pitfalls of the Irrational Investor

The last year or so has drawn investor attention to the new and exciting opportunities emerging from the developing field of generative artificial intelligence (AI). Technology companies, such as...
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Leadership Change

Tick tock, tick tock, tick tock. No, not the Chinese-owned social media/video platform, TikTok, with over 100 million US users and currently in the crosshairs of an angry Congress, but tick tock,...
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Maximizing Retirement Contributions in 2024…and last chance considerations with 2023 tax filings

Maximize your retirement contributions for 2024 by considering a Roth IRA, offering tax-free growth and withdrawals, flexible estate planning options, and back-door contribution strategies. Consult with a financial advisor to navigate eligibility, contribution limits, and ensure personalized retirement planning tailored to your needs....
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