ACM Wealth’s Top Five Commentaries of 2022
It’s the end of the year and most of us are starting to reflect on how the year went, what worked, what didn’t, and truthfully, what a whirlwind it’s been.
If it weren’t for our clients, ACM Wealth wouldn’t be where it is right now so it’s as good as time as any to say, thank you!
ACM Wealth has been busy reinvesting in our business during 2022, adding staff, new planning software and improving on the systems we use, all with the goal of improving our service and overall client experience. Our clients should start to see some of this throughout 2023 and more in the years to come.
ACM’s wealth advisors play a lot of different roles with our clients, from coach and personal psychologist to investment and tax expert and often, and perhaps most importantly, as a trusted contact and friend.
We take seriously our role in educating our clients on personal financial matters including the markets, different types of insurance, estate planning and tax issues. Keeping you up to date on topical issues and what we’re thinking is done through the wealth commentary we distribute in our weekly emails, like the one you’re reading now.
We got curious to see what worked and what didn’t this year and thought we’d share the wealth commentaries, which were most popular based on the number of times they were clicked on and opened.
Some of the information remains topical, even as we approach the final days of 2022.
The Case for U.S. Treasuries in Laddering Your Liquidity
Updated Info on 2022 Required Minimum Distributions
Planning Opportunities to Consider Before Year-End Part 2 – Capital Gains
Planning Opportunities to Consider Before Year-End Part 3 – Roth IRA Conversions
As always, please don’t hesitate to give us your feedback. If there are any issues you’d like to learn more about, other ways that we can share this info with you and/or generally things that we can be doing better, then we’d love to know.
As we approach the busiest days of the holiday season, we hope that you and your families stay safe and enjoy and we wish you a happy and prosperous 2023!
The foregoing content reflects the opinions of Advisors Capital Management, LLC and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
