Commentaries & Videos

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.

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.

The Roth IRA is a powerful investment vehicle where you pay tax up front so your money can then grow and be withdrawn tax free.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!

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!

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...

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

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.

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

The end of the year draws near, so make sure to cross these last items off of your financial to-do list! A few of the topics covered are funding retirement contributions and flex spending accounts, reviewing beneficiaries and spending plans, and investing or gifting extra cash.

The market watches the Fed for latest rate hike, but there is still room for optimist for investors. Meanwhile, labor shortages and supply constraints continue to restrain growing sectors. 

Part 2 of our Year End Planning Series - Tax Loss Harvesting! Read on to discover how this technique can save you big on capital gains taxes.

Third quarter earnings reports and business outlooks will give investors clues regarding a possible recession.

Investors enjoy a reprieve as the downward trend of the market seems to halt. While the narrative on equities has brightened, volatility will still be an ongoing problem for investors. However, portfolio risk can be mitigated with thoughtful positioning.

A 30-minute webinar open to clients and interested investors

• Why is the market reacting this way?
• Will the Fed do too much damage?
• How investors might position their equity and fixed income allocations.
• Will volatility continue? 

A recording will be available to registered guests

Stocks climbed after data showed US consumer spending remains strong despite persistent inflationary pressures, bolstering the outlook for corporate profits. Dr. Joanne Feeney joins to discuss this market activity.

Fixed income investors have been squeezed on both sides by rising interest rates and looming inflation. Should you unfix your Fixed? Not likely – and here’s why.

The rate of inflation has risen by its fastest gain since the ’80s. ACM portfolios are protecting our clients’ retirement income from gnawing inflation with a health allocation of dividend stocks.

Dr. Greenspan analyzes the current crisis at the Russo-Ukrainian border in light of the ideological divide between Russia and the United States. The battle between the free market versus a government controlled economy played out in the fall of the Berlin Wall, and now starts again in Western Ukraine.

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.

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

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.

Many fixed income investors with traditional investment-grade bond portfolios were likely disappointed by their performance in 1Q’21. This is understandable, because for the 5 years through 2020, the average annual investment-grade bond returned over 6.5%, whereas in 1Q, that return was -4.6%.

Fourteen months after the country shut down in response to COVID-19, America seems to be turning the corner. As the country continues to reopen, market participants have begun to consider the possible aftereffects of the unprecedented levels of monetary and fiscal stimulus that resulted in what may ultimately be recorded as the shortest recession in U.S. history. Their primary concern: inflation.

Listen as ACM's Dr. Charles Lieberman, Chief Investment Officer and Portfolio Managers David Ruff, CFA and Paul Broughton, CFA discuss this timely topic.

Are you concerned about your momentum stocks running out of gas? Do you want to take advantage of the reopening trade? Listen to this short interview with JoAnne Feeney as she talks about inflation fears gripping investors and her biggest concern overall.  She also discusses where investors should be directing assets. 

This will be a participant-driven discussion on the markets, economy and financial planning issues. Our panel will include members of the ACM investment committee and wealth team. Please forward any questions you have for the panel to Robb.

Once registered you will be able to receive this event on demand after 4/15/21.

Robb shares Bridgeview's unique approach to Wealth: incorporating the Family Balance Sheet with the Financial Balance Sheet on the Succession Stories.

Using an intergenerational planning process to integrate Relational, Spiritual, Intellectual and other capital has resulted in greater flourishing for families across the country.

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.

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.

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.

Moderna’s vaccine was 94.5% effective, making two vaccines that have proven effective beyond the expectations of almost everyone.  This has very significant ramifications for the economy and highly differentiated implications for various businesses.

The yields on such securities have declined dramatically and many are now 1% or even less. Many investors do not realize this, however, because they are looking at their coupons.

The Bob Dylan anti-establishment, frustrated-youth song that became the anthem for change during the U.S. civil rights movement could also apply to corporate Japan today.  Japanese equity investors, frustrated with decades of poor returns, are calling for significant change.  It’s beginning to happen.

Dr. Feeney from Advisors Capital Management discusses the Markets.

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.

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

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.

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.

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.

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.

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.

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

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.

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?

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.

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

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

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

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".

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

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 .

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...

“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.

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.

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

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.

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

Investors got two out of three wishes this past week.

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

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

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

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.

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

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

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. 

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.

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

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

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.

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.

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

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

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

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.  

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.

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

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.

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

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

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.

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

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

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

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. 

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.

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. 

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.

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

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.

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.

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.

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.