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Category: Market Updates & Commentary

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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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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December 18, 2024 FOMC Follow-Up

Monetary Policy Economic Projections The FOMC is next scheduled to meet January 28th – 29th, 2025. 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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Market Snapshot for November 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 October 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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