Commentaries & Videos

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The New Bull Market

The New Bull Market

Despite inflation, recession talk, and consistent Fed rate hikes a new bull market has been born. ACM CIO Chuck Lieberman looks beyond the buzz to explain why investors are optimistic. 

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What About Probate and Trusts?

What About Probate and Trusts?

Trusts are a powerful estate planning tool - if you understand their uses.

A trust can help your estate avoid probate, allowing your beneficiaries to gain access to assets faster than if you had will. 
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Chuck Lieberman on Squawk

Chuck Lieberman on Squawk

Chuck Lieberman, co-founder and CIO of Advisors Capital Management joins ‘Squawk on the Street’ to discuss the market as S&P 500 heads for the best week since March and what it means for the economy. 

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How Will the Bank Crisis End?

How Will the Bank Crisis End?

Chief Investment Officer Chuck Lieberman discusses why Silicon Valley Bank failed and how that will affect the sector and market as a whole. Also, possible next moves for the Fed to mitigate risk in the bank sector.

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Stocks Close Higher Ahead of Fed Interest Rate Hike Decision

Stocks Close Higher Ahead of Fed Interest Rate Hike Decision

Stocks closed higher Tuesday as Federal Reserve officials begin meeting to discuss inflation and potential interest rate hikes. Advisors Capital Management portfolio manager JoAnne Feeney joins CBS News to break down what upcoming changes could mean for investors.

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Should I do a "Back-Door" Roth IRA contribution?

Should I do a "Back-Door" Roth IRA contribution?

The Roth IRA is a powerful investment vehicle where you pay tax up front so your money can then grow and be withdrawn tax free. However, high earnings taxpayers are not allowed to make Roth contributions. Enter the Back-Door Roth IRA Contribution strategy!

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Prepare Now for Tax Season

Prepare Now for Tax Season

We are nearing that time of year again - tax season! Make sure you have everything you need to file for 2023. Here is how you can prepare now!

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Red Hot Jobs Report, But What About the Debt Ceiling?

Red Hot Jobs Report, But What About the Debt Ceiling?

After January's incredibly strong jobs report it looks like the Fed will be forced to continue on their path of rate hikes - whether they want to or not. What does this mean for the risk of recession? And -- a quick note on congress' debt ceiling issue...

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"Tech investors need to be long-term focused," says Advisors Capital's JoAnne Feeney

"Tech investors need to be long-term focused," says Advisors Capital's JoAnne Feeney

Dr. Feeney joined ‘The Exchange’ to discuss how investors should be positioned in tech.

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Caring For Loved Ones?

Caring For Loved Ones?

Bridgeview Wealth's very own Niki Misterka graciously authored an article about her experience in Elder Care with her own family. Read More for her "Assisted Living Tidbits."

Little did I realize how much life was going to change when my 71 yr. old mom, was hospitalized in Jan 2021 with COVID pneumonia. Fast forward two years...


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The 2023 Outlook

The 2023 Outlook

Recession expectations, possible Fed rate hikes, and still-growing inflation? Welcome to 2023. Our Chief Investment Officer, Dr. Lieberman, provides his market outlook for the upcoming year.

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Secure Act 2.0

Secure Act 2.0

Very recent legislation provided more updates to 2019's Secure Act, a bill designed to reshape America's retirement. Changes to RMD rules, catch-up contributions, Roth IRAs, and 529 Plan Rollovers are all covered in this helpful breakdown.

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Squawk Box

Squawk Box

ACM's JoAnne Feeney on 'Squawk Box' to discuss how equities look this year.

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"Ask Me Anything" with Alan Greenspan

"Ask Me Anything" with Alan Greenspan

Dr. Alan Greenspan is renowned for his service in both the public and private sectors of finance. Read on as he answers a few questions for his friends at ACM.

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5 Rules to a Fair Family Fight

5 Rules to a Fair Family Fight

Robb shares an article he wrote for The University of Pittsburgh's Institute For Entrepreneurial Excellence newsletter-just in time for the holidays.

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Volatility Revisited

Volatility Revisited

When the market has been especially volatile, investors often make emotionally based decisions that can harm their goals for the future. Don’t let fear rule your portfolio.

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Irrational Exuberance and the GameStop Short Squeeze

Irrational Exuberance and the GameStop Short Squeeze

Irrational exuberance is a state of investor psychology, when the pendulum between fear and euphoria has swung too far towards the latter. Stock prices are the aggregation of the myriad expectations held by market participants and can at times reflect what seems an unjustifiably optimistic view of future economic conditions.

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Fixed Income Investors Need a Wake Up Call

Fixed Income Investors Need a Wake Up Call

Bond investors are in need of a wake-up call. Most don’t pay enough attention to their fixed income portfolios. Investors assume that their bonds are safe and that there are only a few options for building a safe portfolio. We address both of these potentially dangerous assumptions.

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Evaluating the Current Equity Market

Evaluating the Current Equity Market

Front and center are two topics that seem to be on investors’ minds:  the equity market’s current valuation given its all-time high price level and are interest rates and inflation about to inflect higher. We take a look at how stocks are setting up.

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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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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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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 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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