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Why Federal Reserve Independence Matters

IntroductionThink of the Federal Reserve as the economy’s referee. It sets interest rates and manages the money supply to help ensure a level playing field. “Independence” means the Fed makes calls based on economic conditions, not polls or political agendas. For investors, this separation is vital to protect purchasing power

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What’s Next for the US Dollar?

Overview Trump 2.0 Was Expected to Strengthen the Dollar President Trump was elected on a platform of trade protectionism, a policy which is typically expected to strengthen the home currency. In theory, tariffs reduce the demand for foreign goods. This means fewer dollars being exchanged with other countries into the

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What Should Investors Do With a Tax Return?

For many investors, a tax refund isn’t life-changing, but it can still be a smart opportunity to strengthen your financial plan. Consider putting your return to work in one of these strategic ways: Reinvest It Thoughtfully Use your return to bolster your portfolio. Whether it’s rebalancing asset classes, increasing exposure

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Navigating Uncertainty: Our Five-Year Journey and Where We Are Today

Over the past five years, our economic journey has echoed many of the lessons learned from history. From the dramatic interventions during the Great Depression to the rapid responses of the Global Financial Crisis, history teaches us that crises often pave the way for breakthroughs—and the Covid era has been

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Strategies for Affluent Retirees During Market Corrections

When markets correct, it’s not just about staying invested—it’s about staying prepared. For high-net-worth retirees, a severe market correction can disrupt income streams, alter long-term planning assumptions, and create liquidity stress—particularly when private investments and capital calls are involved. Smart retirees don’t wait for volatility. They plan for it. These

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Four Essential Steps to Take Before Selling Your Company

Selling a business isn’t just a transaction, it is a major milestone that requires thoughtful planning, strategic preparation, and the right team of advisors by your side. Whether you’re looking to exit in the near future or simply want to be ready for when the time comes, laying the groundwork

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Strategic 529 Planning

For many families, funding a child’s education is a top priority. With tuition costs continuing to rise, 529 plans offer a tax-advantaged vehicle to grow and transfer wealth while ensuring future educational needs are met. While many assume 529 plans are just for families needing help saving for college, they

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Navigating Tariffs in 2025

Overview US Tariff History Tariffs are taxes imposed by a government on imports or exports between countries, aimed at protecting domestic industries, generating government revenue, and influencing trade balances. During the Great Depression, tariffs peaked at 20% as the US sought to protect its domestic industry. In retaliation, other nations

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Market Snapshot for February 2025

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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Tariffs Don’t Automatically Lead to Inflation

Tariffs are taxes on imports calculated as a percentage of a product’s value. When imposed, tariffs can increase the cost of imported goods, which might contribute to inflation. However, several other factors can mitigate this effect. Currency MovementsWhen one country imposes tariffs on another, demand for the targeted country’s currency

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Market Snapshot for January 2025

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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Market Snapshot for December 2024

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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