What is a Fiduciary?
Have you ever wondered “What exactly is a fiduciary?” This short video will tell you all about it!
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.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by ACG Advisory Services, Inc.), or any non-investment related content, made reference to directly or indirectly in this broadcast content will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this broadcast content serves as personalized investment advice from ACG Advisory Services, Inc. To the extent that a reader/viewer has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. ACG Advisory Services, Inc. is neither a law firm nor a certified public accounting firm and no portion of the broadcast content should be construed as legal or accounting advice. If you are a ACG Advisory Services, Inc. client, please remember to contact ACG Advisory Services, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the ACG Advisory Services, Inc.’s current written disclosure statement discussing our advisory services and fees is available upon request.