The actions of the Federal Reserve have rippled through the global economy. This 30 minute webinar will provide our thoughts on many questions being asked by investors. Advisors Capital Management Chief Investment Officer Dr. Charles Lieberman, Guest Host.
ACM chief investment officer Dr. Chuck Lieberman is joined by ACM fixed Income Manager Kevin Kelly to review the current risks of investing in bonds in a rising interest rate environment. Hosted by Kevin Kern, head of Direct Wealth Services, this informative webcast will cover the following;
1. The firm’s interest rate outlook
2. The effects of higher rates on bonds
3. The benefits of owning individual bonds vs bond funds
4. How ACM is positioning our bond clients.
Members of our wealth team cover essential year-end tax tips. Roth conversion, flexible spending accounts, health savings accounts, qualified charitable deductions and more.
ACM Chief Investment Officer Dr. Chuck Lieberman will discuss where the firm is finding yield in the current low interest rate environment. Members of the ACM Wealth Team will review the pros and cons of taking distributions from portfolio income or total return.
Chief Investment Officer Dr. Chuck Lieberman is joined by investment committee member and partner Kevin Strauss to discuss the obstacles and opportunities in building stock and bond income portfolios as inflation rises and the world recovers.
Overview Topics; inflation, equity income portfolio construction, and the corporate and municipal bond markets.
Moderated by Jeff Deiss CFP, Director of Financial Planning.
International Investing: Diversification and Opportunity
View on demand as members of our investment committee and wealth planning team discuss the economic and strategy design implications as we enter a post COIVD world.
ACM’s Balanced manager Dr. JoAnne Feeney discusses current markets, economy and expectations are for the ACM Balanced portfolio.