Commentaries & Videos

2019 Review and Outlook Q1

ACM portfolio managers and economists report on the markets, the economy and our investment strategies

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Modern Monetary Theory Delusions

A hot debate has erupted over “Modern Monetary Theory”. Let's look at the numbers....

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Even Warren Buffet Has a Bad Decade: Investing for the Long Run

Buying high and selling low doesn't lead to market level returns. How long, then, is necessary to achieve long-run returns?

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What Should Your Distribution Rate Be?

Two of the most costly mistakes people can make when entering retirement has to do with determining the method and the rate in which they withdraw from their investments.  

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Where Did the Bear Market Go?

It was truly remarkable how carried away market pundits became in response to the fourth quarter swoon, even as the economy continued to plow ahead. Now, we're simply getting back to business.

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ACM Q4 2018 Review and Outlook

Advisors Capital Management's Investment Committee headed by Dr. Charles Lieberman provides a review of the previous quarter and forward outlook.

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Made in Hollywood

The news is filled with predictions of economic slowdown & a possible recession, but that's just the media filling the 24/7 news cycle with material to influence readers and viewers.

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Herd Movements

Years of experience have prepared us to guide you through your life transitions.

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ACM's Quarterly Report Q3 2018

ACM's investment committee reviews the economy, markets, and the firm’s investment strategies through September 30, 2018.

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The Canary in the Coal Mine Is Doing Just Fine

Given all the background noise, it is easy for investors to confuse how the economy is doing with short term movements in the equity markets.

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Chicken Little Comes Out of the Woodwork

Anytime the market takes a tumble, the Chicken Littles of the world come out to predict the coming stock market collapse.

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A Looming Bear Market in Stocks? Don't Bet on It

Protracted downturns largely occur when the economy lapses into recession, yet most economists don't see that happening until 2020, if then.

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A Correction is a Terrible Thing to Waste

ACM's Dr. JoAnne Feeney discusses the stock market's recent flight to safety while reviewing the overall health of the economy.

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Social Security and Medicare Updates for 2018

One of the most important enrollment periods of the year kicks off today: The Medicare enrollment period begins on Oct. 15 and continues through Dec. 7. 

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So You Think You're Diversified?

Theoretically, the S&P 500 would be a good diversification tool if it owned equal amounts of each company.  In practice, however, this is not the case as the S&P 500 is not an equal-weighted index.

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Are You Suffering From FOMO?

Some investors are experiencing FOMO (Fear Of Missing Out) and are buying shares of Facebook, Amazon, or even Bitcoin "before it's too late."  Perhaps they should be moving in exactly the opposite direction - towards value. 

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Sound Fundamentals

Why does the stock market keep going up and setting new highs when there is so much turmoil domestically and internationally?  That's the most common question we hear from advisors and clients and it comes up in almost every single discussion.

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A Stock Market Reality Check

ACM's David Lieberman discusses his recent investment commentary regarding the stock market's valuation, FANG stocks and the current state of equity investing.

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Dealing with Unrealized Capital Gains

by Jeff Deiss, CFP, AEP, Wealth Advisor

After years of growth in the equity markets, many investors have accumulated substantial capital gains. For many, the thought of paying taxes (realizing the gains) is harder to deal with than the real personal economic impact.

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Don't Be Afraid of a Flattening Yield Curve

by Dr. JoAnne Feeney, Portfolio Manager

Alarmist market watchers have been citing the flattening yield curve as a harbinger of economic recession. Not so fast.

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What Matters…and What Doesn’t For the Markets

by Dr. Charles Lieberman, Chief Investment Officer

The coming weeks are chock full of major developments that will garner considerable media attention and a few might actually matter for our economy or markets.

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To Itemize Or Not To Itemize: Preparing For 2018 Income Taxes

by Jeff Deiss, CFP, AEP, Wealth Advisor

You’ve always had the choice to either itemize or take the Standard Deduction and the rationale for deciding which is best hasn’t changed. Add up your available itemized deductions and compare this to the Standard Deduction. Take whichever is higher to lower your income, and your income taxes, the most.

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Focusing on Value: Our Private Account Strategies

Bridgeview Wealth through our association with Advisors Capital Management is pleased to provide you with a brief description of portfolio strategies and investment philosophy.

Investment Committee Member and Portfolio Manager, Dr. JoAnne Feeney reviews the firm's private account strategies.

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Q1 Review and Outlook 

Bridgeview Wealth is pleased to provide the Q1 2018 Review and Outlook with Advisors Capital Management, LLC (ACM Chief Investment officer Dr. Charles Lieberman and members our investment committee. 

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Opening a Roth IRA For Your Child Can Provide a Huge Head Start

by Jeff Deiss, CFP, AEP, Wealth Advisor

With school out and summer jobs starting up, we thought we’d share some info on how you can provide some additional financial motivation and perhaps give your kids a bit of an education at the same time.

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Are You Buying, Selling, Building or Investing? Our Take on the Housing Market

by Dr. JoAnne Feeney, Investment Committee Member Advisor Capital Management

Housing starts have been climbing, and the continued low inventory levels tell us that we are not yet nearing the end of this expansion.

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