ACG’s Guide to Fiduciary Roles and Responsibilities
ACG’s Joné Liuzza outlines the basic elements of being a fiduciary, plus the responsibilities associated with the role. She also reviews the different types of partners available to help manage administrative and investment duties.
ACG Wealth Management’s 30-Minute Retirement Plan Blueprint
ACG’s Jimmy Pickert discusses the fundamentals of retirement planning, including: investment planning, cash flow planning and tax strategies. If you are already retired or approaching retirement soon, this presentation is for you.
Asset Allocation: Protecting Your Portfolio from an Uncertain Future
What are your plans for the future? How certain are your that your investments plans will become a reality? Let’s discuss the strategies you can use to prepare your assets for the uncertain future.
COVID-19 and The Federal Reserve (April 15, 2020)
ACG Chief Investment Officer Bobby Moyer provides a brief update on the markets and recent actions taken by the Federal Reserve.
COVID-19 and Qualified Retirement Plans (April 8, 2020)
The coronavirus has taken a huge toll on businesses in a very short time. Chief Actuary David Kupstas goes over the provisions of the CARES Act as it relates to retirement plans. We discuss what relief is available for plan contributions, what deadlines have been extended, and what additional help we can hope for from the government.
Uncertainty in the Midst of COVID-19 (March 25, 2020)
Chief Investment Officer Bobby Moyer gives an overview of the market’s performance resulting from the COVID-19 outbreak. Learn about the factors affecting performance, key performance indicators and investing during difficult times.
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