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Market Snapshot for June 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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Market Pulse for May 2024

OVERVIEW EQUITIES Equities have embarked on a robust journey since the beginning of the year, with the S&P 500 surging by an impressive 12.99%. Delving deeper into the benchmark (S&P 500) and dissecting it across various sectors, it’s evident that certain sectors are spearheading this surge. Communication Services (+21.53%), Information

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Market Snapshot for May 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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Documents Every College Student Should Have

High school graduation is an exciting and busy time for families. The summer before college is an ideal time to help prepare our young adults for college and help with their financial literacy and responsibility. Some documents and preparation tips are below. A HIPAA Release Form gives healthcare providers permission

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Creating a Family Plan for Giving

As families start contemplating a future transfer of wealth and the role giving will play in perpetuating their legacy, establishing a charitable giving plan should be discussed. However, it’s a discussion that should extend beyond meetings with advisors and become part of a larger, ongoing discussion that includes all family

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Market Snapshot for April 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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The Evolution of Private Wealth

Overview Growth of Private Wealth and Family Offices A recent Wealth-X study*** highlights the substantial growth in wealth of UHNW individuals (those with greater than $100 million), who are expected to grow in number from around 400,000 currently to over 500,000 by 2027, representing an additional $15 trillion of wealth

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The 2024 Presidential Election – Comparing Fiscal Agendas

Overview A Unique Election With both candidates having clinched their respective primaries, the 2024 Presidential election matchup is set as a rematch between incumbent President Joe Biden and challenger Donald Trump. Given the unusual circumstances of both men having already been president, each candidate now has a track record that

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Market Snapshot for March 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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Market Snapshot for February 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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Cash Management Strategies

Our cash management strategy updates regularly as interest rates move. Today interest rates are volatile, and we expect rate cuts later this year; meaning the highest yielding strategy may not be the same three months from now or even three weeks from now. Below are pros and cons of different

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