Good financial planning should always consider your taxes! Here are some tax moves to make in 2023.
The recession that hasn’t happened yet
Much of recent market turmoil has been due to the expectation by investors that a recession is looming just around the corner. Are investors’ fears unfounded?
Stepping Up Your Function and Style with Asset Classes
What does a well-stocked shoe closet and a well-picked investment portfolio have in common? Both will have you ready for anything and able to go the distance!
The Ukraine / Russia War: One Year Later
The Russian invasion of Ukraine approaches the one-year mark with no resolution yet in sight. We provide a summary of the conflict so far, along with possible market ramifications. China and its’ effects on the technology sector are also discussed.
Advisors Capital’s Q4 2022 Review and Outlook
Advisors Capital Q4 2022 Review and Outlook
The Fixed income outlook is much brighter for 2023
A perfect storm of rising interest rates, widening credit spreads, and geopolitical uncertainty made 2022 a tough year for fixed income investors. 2023 is posed to be a much better year for bonds.
ACM partner and fixed income portfolio manager Kevin Kelly gives our outlook.
Secure Act 2.0 – What You Need to Know Part 1
Very recent legislation provided more updates to 2019’s Secure Act, a bill designed to reshape America’s retirement. Changes to RMD rules, catch-up contributions, Roth IRAs, and 529 Plan Rollovers are all covered in this helpful breakdown.
The 2023 Outlook
Recession expectations, possible Fed rate hikes, and still-growing inflation? Welcome to 2023. Our Chief Investment Officer, Dr. Lieberman, provides his market outlook for the upcoming year.
Year End Q&A with Dr. Greenspan
A year end Q&A with Dr. Alan Greenspan – topics include recession, rate hikes, and market volatility from the past Fed Chair himself!