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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

International Silver & Bronze

International Silver & Bronze

Competing in the largest amateur wine competition of its kind in the world, Robb and The Bridgeview Wealth
Wine Club win Silver and Bronze Medals
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Alan Greenspan: Measuring the Economic Damage of Covid-19

Alan Greenspan: Measuring the Economic Damage of Covid-19

In order to forecast our economic landscape going forward, we must first assess the extent of the damage done to the US economy from the once-in-a-century occurrence that has emerged over the past half year.

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Politics & Portfolios

Politics & Portfolios

Kevin Kern and Alan Greenspan take a look at how Washington has effected investments over time.

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Alan Greenspan on US-China Relations

Alan Greenspan on US-China Relations

The key to global economic balance over the next generation will be defined by the increasingly contentious relationship between the United States and China. China is endeavoring to wrench global hegemony from the United States.

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Fixed Income Portfolio Options

Fixed Income Portfolio Options

Fixed Income yields have declined rapidly in 2020 and investors are not fully aware how little their ‘traditional’ Fixed Income portfolio likely yields. Given the changes in market conditions, it may be timely for many investors to reevaluate their ‘traditional’ fixed income portfolios.

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<a href="http://r20.rs6.net/tn.jsp?f=001crZJk6qvqJLrrgmV_wRu3KFL3RRo3JmA1faPBlCes9qeuMCV1nLlPc9fXFD0-MzCxZUlfwR1S-_x34xNkO6wRB4Eri9PXzVlmbOxlZ0_I0lbRj9HdVT87gZ5Y8ATC-_dOAJziUeoz_P8iNcu8rW2Zj7Imo42IzMuC_k7ZoQbl1i0sNk338bKe8WEil7Cl5z2tRcG5h2VS5CWVUzc2EbVWw==&#38;c=7h7UcvQgmoEqJKEO14vmGTHXjkUCrVfbllkOeokoIG5vNk2kpDwtCw==&#38;ch=NTUYF1h3ePfhU6bJlzYLRRC4U94g36dl9eUdf8b_hZJA0djJMChElg==" target="_blank" rel="noopener"><b>Make Your Peace with the S&#38;P 500</b></a>

Make Your Peace with the S&P 500

The purpose of your portfolio will determine the level of serenity you are having this year with S&P 500.

There is not a lot of love for the diversified or income oriented investor.

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<a href="http://r20.rs6.net/tn.jsp?f=001crZJk6qvqJLrrgmV_wRu3KFL3RRo3JmA1faPBlCes9qeuMCV1nLlPc9fXFD0-MzCMf_uzaYpysq1lWCbz6FNpcIVORSb1pbtw88sDDCU4fo4h3qh1VqkuOCRKfVTyZOZ3pBMizvXtrP9pX_g-VuFJ-KyR5QaqkXMe6td2vxPs_-n6E474MUQS68s-ol-4c_w0I1of3VILp4=&#38;c=7h7UcvQgmoEqJKEO14vmGTHXjkUCrVfbllkOeokoIG5vNk2kpDwtCw==&#38;ch=NTUYF1h3ePfhU6bJlzYLRRC4U94g36dl9eUdf8b_hZJA0djJMChElg==" target="_blank" rel="noopener"><b>Europe &#8211; Always the Also-Ran?</b></a>

Europe – Always the Also-Ran?

Europe receives relatively little attention in the 2020 manic global equity markets led by the major markets of China and the U.S.. 

With such consistent also-ran performance, investors too easily dismiss the importance of the region in their investment portfolios. Looking forward, we believe this is a mistake.

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<b>So What About The Other 496 Stocks In The S&#38;P 500?</b>

So What About The Other 496 Stocks In The S&P 500?

The tech heavy S&P 500 is almost back to breakeven for the year. This belies the tremendous bifurcation we are seeing in the market. The big may be big and getting bigger, but we don’t believe it will last forever.

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</v:shape><![endif]--><!-- [if !vml]--><!--[endif]--><b>Moving to Cash Can Be a Drag</b><b></b>

Moving to Cash Can Be a Drag

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

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CNBC Squawk Box Interview&#160;with JoAnne Feeny

CNBC Squawk Box Interview with JoAnne Feeny

ACM portfolio manager was interviewed on CNBC's #SquawkBox July 14th
 
Dr. Feeney shared our discipline for growth at a reasonable price (GARP) as big tech is bifurcating markets.
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<b>A Closer Look at the Recent Surge&#160;</b><b></b><b>of COVID-19 Cases</b><b></b>

A Closer Look at the Recent Surge of COVID-19 Cases

The media is reporting that Houston,Texas and Arizona, among other states, are experiencing surges in case counts and hospitals near capacity. But these depictions aren’t entirely accurate and suggest a more dire situation than is appropriate.

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<b>Upsized Uncertainty:&#160;</b><b>The Opposite of Lower for Longer</b>

Upsized Uncertainty: The Opposite of Lower for Longer

The S&P has rallied by over 36% – this sharp rebound seems to reflect an optimism that the economy will have a solid recovery. What should investors be thinking about as we progress into the second-half of 2020?

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<b>Estate Planning Update</b>

Estate Planning Update

Focusing on what you can control by using any downtime you may have as an opportunity to review and update the non-investment aspects of your financial life.

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<b>Outbreak Part 2: Change</b>

Outbreak Part 2: Change

Is this crisis "Transformational" for shopping, dinning and working from home? It is not. It is "Accelerating" what has already begun.

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Why is the Market Rallying
While the Economy is Collapsing?

Why is the Market Rallying While the Economy is Collapsing?

Our CIO Dr. Charles Lieberman believes that we are in the earliest stages of a recovery, although uncertainty is high.

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2020 Review and Outlook First Quarter

2020 Review and Outlook First Quarter

ACM's investment committee looks at the first quarter along with our outlook for markets and the economy.

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10 Family "Quarantine" Ideas

10 Family "Quarantine" Ideas

Like Robb, Legacy Capitals works with families in the space of family and business wealth. They have provided some ideas for family time during "quarantine".


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ACM Market Bulletpoints

ACM Market Bulletpoints

ACM has compiled a wealth of intelligence from their partners worldwide. We are providing some market strategy bullet points to consider during this pandemic.

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Free Wellness Resources

Free Wellness Resources

Our associate, Corene Summers, founder of Artisan Farmacy, is offering us unlimited complimentary access to the Wellness Coach App.  This includes meditations, wellness coaching, fitness, yoga, live classes and bedtime stories.  Contact Corene for more information and to receive 90 days free for you, your family and your entire company:  artisanfarmacy@gmail.com .

More Info at artisanfarmacy@gmail.com
Coping With Two Black Swans

Coping With Two Black Swans

The market’s been pummeled by two shocks, the coronavirus and the collapse in oil prices. Both will depress the U.S. and global economies. Much depends on how policymakers respond. So there’s considerable uncertainty on both accounts. Coronavirus The coronavirus is still being transmitted widely and testing remains inadequate...

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Your Money or Your Life

Your Money or Your Life

“Your money or your life?” is the crystal clear offer that muggers will give their victims to minimize a scuffle. Those in their right minds will hand over their wallet and spare their lives. The markets, economy, and investors are getting mugged right now by COVID-19.

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ACM Market Discussion

ACM Market Discussion

The Coronavirus has introduced market volatility levels we haven't seen in years. In this webinar Chief Investment Officer Dr. Charles Lieberman & Portfolio Manager Dr. JoAnne Feeney will discuss why the market has reacted this way and what things will look like on the other side.

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Investor's Guide to Coronavirus

Investor's Guide to Coronavirus

Comprehensive guide to this challenging time from history of pandemics, to world markets to what recovery could look like and more.

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Market Update Webcast

Market Update Webcast

Dr. Charles Liberman and Dr. Joanne Feeney discuss why Saudi Arabia has taken the current approach and why the market has reacted the way it has. Additionally we will share some further thoughts on the Coronavirus.

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Coronavirus Webinar

Coronavirus Webinar

The Coronavirus headlines have captured the investment community and markets have responded accordingly. Clients and interested investors joined us for an update from our international team leader David Ruff, CFA along with economist and portfolio manager Dr. JoAnne Feeney.

To view slide deck

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<b>Fewer Distractions Ahead</b>

Fewer Distractions Ahead

Investors got two out of three wishes this past week.

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<b>Tis the Season for Tax Loss Harvesting</b>

Tis the Season for Tax Loss Harvesting

Tax-loss harvesting, holiday shopping trends, and 2020 market outlooks take center stage for investors this time of year

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<b>Time to Harvest Gains, Not Just Losses</b>

Time to Harvest Gains, Not Just Losses

Harvesting losses on an annual basis is a prudent strategy. Investors should recognize that managing your gains is also part of investing (rebalancing).

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<b>The Economy is Doing Just Fine</b>

The Economy is Doing Just Fine

The economy and equity markets are showing signs of real resilience even though the news headlines don’t always agree.

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<a href="https://acmwealth.com/article-video/overstated-fears/">Overstated Fears</a>

Overstated Fears

Most every day there are multiple articles advising investors on how to prepare for the impending recession or forecasting recession.  We think these are overstated fears.

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<a href="https://acmwealth.com/videos-podcasts/a-discussion-on-the-acm-balanced-strategy/">A Discussion on the ACM Balanced Strategy</a>

A Discussion on the ACM Balanced Strategy

ACM's Balanced manager Dr. JoAnne Feeney discusses current markets and the economy.

.

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<a href="https://acmwealth.com/article-video/quarterly-review-and-outlook-q3-2019/">Quarterly Review and Outlook Q3 2019</a>

Quarterly Review and Outlook Q3 2019

Advisors Capital provides a Q3 2019 review and forward outlook of the markets and the economy.

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Keeping Market Volatility In Perspective

Keeping Market Volatility In Perspective

When it comes to stock market volatility, history tells us what's been going on recently is perfectly normal.  And you should expect to continue to see more of it. 

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The Yield Curve Has Inverted, Run For the Hills?

The Yield Curve Has Inverted, Run For the Hills?

Historically, the yield curve inversion has been a pretty good signal of recession and that's when markets pay attention to it but on this occasion, it may be a less good signal.

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Alan Greenspan on Current Market Volatility

Alan Greenspan on Current Market Volatility

ACM’s senior economic advisor Dr. Alan Greenspan discusses the current economy, tariffs, and interest rates.  

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ACM Advisors in Washington for Annual Conference

ACM Advisors in Washington for Annual Conference

Dr. Alan Greenspan and Fox Network's Bret Baier among others at ACM's recent Washington DC conference. 

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Will the Trade Wars Ever End?

Will the Trade Wars Ever End?

The ongoing U.S. / China trade negotiations continue to dominate the news but an arguably a more important recent event for the global economy appears to be largely unnoticed.

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Five Common Fixed Income Mistakes

Five Common Fixed Income Mistakes

As equity markets heat up some investors may look to fixed income for safety with a portion of their assets. The important nuances of fixed income investing are often misunderstood and underappreciated. Here are just a few pitfalls fixed income investors make.


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2019 Review and Outlook Q1

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

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

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?

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?

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

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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<b>Made in Hollywood</b><b></b>

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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<b>Herd Movements</b>

Herd Movements

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

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<b>ACM's Quarterly Report Q3 2018</b>

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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<b>The Canary in the Coal Mine </b>
<b>Is Doing Just Fine</b>

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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<b>Chicken Little Comes Out of the Woodwork</b>

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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<b>A Looming Bear Market in Stocks? Don't Bet on It</b>

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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<b>A Correction is a Terrible Thing to Waste</b>

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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<b>Social Security and Medicare Updates for 2018</b>

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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<b>So You Think You're Diversified?</b>

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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<b>Are You Suffering From FOMO?</b>

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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<b>Sound Fundamentals</b>

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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<b>A Stock Market Reality Check</b>

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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<b>Dealing with Unrealized Capital Gains</b>

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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<b></b> <b>Don't Be Afraid of a Flattening Yield Curve</b>

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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<b>What Matters&#8230;and What Doesn&#8217;t For the Markets</b>

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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<b>To Itemize Or Not To Itemize: Preparing For 2018 Income Taxes</b>

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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<b>Focusing on Value: Our Private Account Strategies</b>

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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<b>Q1 Review and Outlook</b>&#160;

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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<b>Opening a Roth IRA For Your Child Can Provide a Huge Head Start</b>

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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<a href="1020047" title="Click to hide" data-bind="visibleNoKidding: showQuickHide() &#38;&#38; showEditable(), click: quickHide"></a><b>Are You Buying, Selling, Building or Investing? Our Take on the Housing Market</b>

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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