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Where’s the Recession?

Overview Background Investors have been looking for a recession amidst rising interest rates and expectations for slowing growth, but continued growth in much of the economy and resilient investment performance in 2023 has made for a very murky economic puzzle going forward. Exogenous factors such as geopolitical instability, deglobalization, and

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Market Snapshot for September 2023

Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. This report was prepared by ACG for you at your request. Although the information presented herein has

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The Importance of Planning Your Exit Strategy Now

We have had the privilege of working with many business owner clients. We feel we bring an uncommon level of experience with the financial and personal elements unique to the sale of a business. Our first piece of advice usually is – Start your exit planning today. As we all

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September 20th FOMC Follow-Up

Rates Economic Conditions The FOMC is next scheduled to meet October 31 – November 1, 2023. Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report

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Do you have these Important Documents for your College Children?

Once children turn 18, parents no longer have automatic access to their medical or financial records. As we always try to advise, get ahead of your planning before an emergency occurs. Here are some document recommendations for your college children. HIPAA release form – This allows important medical information to be

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Market Snapshot for August 2023

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 Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject

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Market Update and Outlook – September 2023

U.S. Economy Non U.S. Economy Market Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report was prepared by ACG for you at your request. Although

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How to Stay Fulfilled After Selling Your Business

Most successful business owners’ identities are tied to owning and running their businesses. Selling a business is a major life change, and it is important to have a plan to attempt to stay fulfilled after the sale. We have found capitalizing on one’s strengths and competencies through running a business

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Are You Earning Interest on Your Bank Deposits?

For more than 10 years, investors have experienced an extremely low interest rate environment and have gotten accustomed to savings, such as bank deposits, paying very little interest. Heading into 2022, the Federal Funds Rate as determined by the Federal Reserve was set at 0% as Fed officials maintained accommodative

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The Fourth Industrial Revolution – The New Wave of Artificial Intelligence

Overview Impact of Innovation Throughout history, technological advances have played a pivotal role in fueling economic growth and shaping societies alike. From the earliest inventions, such as the ladder, to the cutting-edge digital technologies of present day, each leap forward has unleashed a wave of transformational power on economies worldwide.

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Market Snapshot for July 2023

Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. This report was prepared by ACG for you at your request. Although the information presented herein has

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Market Volatility – No News is Good News

Overview No Shortage of Recent Headlines Post Global Financial Crisis, capital markets experienced a prolonged period of historically low interest rates, low inflation, and muted volatility. Over the past two years we have written about numerous events that have been the source of near constant headlines and increased market volatility:

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