Financial Insights

Advisors Capital Management Ranks Among Top Investment Advisory Firms in 2024

Advisors Capital Management (ACM), a leading financial advisory firm renowned for its client-first approach, has achieved significant recognition in the 2024 investment advisory firm rankings. We are...
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Some Perspective for the 2nd Half

A little bit more than half way through 2024 and the S&P 500 is having a great year, up 18.6% year to date (YTD) and 27.5% over the past twelve months. We’ll gladly take it and be thankful for it....
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Politics is Evolving Faster than the Economy

The economy continues to roll ahead, while investors wait for growth and inflation to moderate further so the Fed can start lowering interest rates. These are reasonable expectations, even as we are...
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Health Savings Account (HSA) Update

So, what is a Health Savings Account, or HSA? An HSA is a tax- advantaged medical savings account established by Federal Law and first made available in January, 2004. HSAs are designed as a long-...
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Global Election Uproar

Thomas Jefferson supposedly said “A democracy is nothing more than mob rule, where 51 percent of the people may take away the rights of the other 49.” Possibly, but as Winston Churchill stated...
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Is a Correction Coming?

The rise in the S&P 500 over the past year now exceeds 25% and new records are being set on an almost daily basis. Achieving such heights triggers the inevitable speculation that a correction...
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The Heat is On…

A few days of extreme heat keeps you inside and gets you thinking. The U.S. economy is continuing to expand. Unemployment remains low so folks are working and spending their earnings. This is good...
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Why Concentrated Positions Are A “Loser’s Game”

NOTE: This article originally appeared on Financial Advisor magazine’s website on May 31, 2024 authored by Larry Swedroe.  It is available with permissions. As the head of financial and...
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What’s Your Investment Objective?

A colleague of mine made a statement years ago that I never forget.He said, “I don’t know why investors are so focused on beating the S&P 500. You can’t retire on the S&P!” I’ve...
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