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ADV Blog Insights

Fed Funds Rate

By ACG, resources, April 25, 2024

The Fed has been consistent in their messaging that rates may stay elevated for longer than the market may be expecting before the first cut.

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ACG Market Review – Q1 2024

By ACG, resources, April 16, 2024

Recession forecasts have decreased meaningfully as the economy perseveres, despite some lingering inflation.

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ACG’S March 2024 Capital Markets Review

By ACG, resources, April 15, 2024

March continued a strong first quarter for US equities on the back of solid economic data and improved market breadth outside of the Magnificent 7.

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Avoid Gazing Directly at the Earnings Eclipse

By ACG, resources, April 10, 2024

According to the FactSet-tracked consensus of analysts' earnings projections, the Mag 7's earnings growth is likely to slow down during the remainder of the year and fall behind the rest of the global stock market by the fourth quarter.

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Broader Market Leadership in Q1

By ACG, resources, April 3, 2024

Q1 2024 was another strong quarter for equity markets, with the S&P 500 and Russell 1000 both rising more than 10% to finish at all-time highs.

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Strategic Asset Allocation During Uncertainty: OCIO Lessons About Resilient Asset Allocation

By ACG, resources, March 27, 2024

Asset allocation is one of the most critical aspects of the financial decision-making process. Whether you’re an individual CEO, a nonprofit organization, or an individual needing private wealth management, it is important to choose an investment advisor who understands different types of asset allocation models and how they function in different economies. 

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ACG’S February 2024 Capital Markets Review

By ACG, resources, March 15, 2024

US equities again led markets higher during the month with the S&P 500 ending February at an all-time high. Corporate earnings, consumer spending, and continued interest in AI provided tailwinds for equities.

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The Top Impact Investing Trends to Watch in 2024

By ACG, resources, March 13, 2024

As we usher in 2024, impact investing trends continues to redefine the investment landscape by aligning financial success with the pursuit of positive societal and environmental outcomes. This strategic approach to investing not only offers the potential for robust financial returns but also the opportunity to contribute to global betterment. With a growing awareness among investors about the significant role their capital can play in addressing some of the world’s most pressing challenges, impact investing is increasingly becoming a key consideration for investors, investment committees, and firms looking to make a meaningful difference.

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Tighter Fed Expectations Not Slowing Markets

By ACG, resources, March 11, 2024

Market participants are beginning to recognize that interest rates may stay higher for longer (see chart), with expectations over the last few weeks moving from several cuts to 2-3 cuts by the end of 2024.

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Creating a Legacy: Wealth Management Philanthropy & Charitable Giving

By ACG, resources, February 28, 2024

When considering the future of your investments, wealth management philanthropy and charitable giving funds may not be the first things that come to mind. However, it is increasing in popularity and quickly becoming a staple factor in investment management. Allocating charitable funds for use in charitable giving strategies can prove to be beneficial when it comes to tax time and when it comes to your personal legacy or an organization’s impact on society. 

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