Commentaries & Videos

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.

Learn more

Herd Movements

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

Learn more

ACM's Quarterly Report Q3 2018

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

Learn more

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.

Learn more

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.

Learn more

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.

Learn more

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.

Learn more

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. 

Learn more

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.

Learn more

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. 

Learn more

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.

Learn more

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.

Listen

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.

Learn more

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.

Learn more

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.

Learn more

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.

Learn more

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.

Watch Video

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. 

Watch Video

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.

Learn more

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.

Learn more