Resources

ACG’s February Capital Markets Review

By ACG, resources, March 10, 2023

Markets pulled back in February after a strong start to the year as investors digested mixed signals between the economy, inflation, and Federal Reserve | The S&P 500 fell -2.44%, but is still up +3.69% year-to-date | S&P 500 sectors were broadly negative for the month, although the Information Technology sector eked out a +0.45% gain.

ACG Insights: Ground Control to Major Powell

By ACG, resources, March 1, 2023

After a difficult year in financial markets, there was plenty of pessimism to usher in the new year. Indicative of this negative outlook, the probability of an impending recession hit a new high according to the Fed’s Survey of Professional Forecasters. But what does a recession mean for the economy and financial markets?

ACG’s January Capital Markets Review

By ACG, resources, February 10, 2023

January marked a strong beginning to the new year with markets rallying broadly as inflation slowed and investors saw a path to avoiding a deep recession.

ACG Insights – 2023 Capital Market Assumptions

By ACG, resources, February 8, 2023

The market reset from peak levels in early 2022 has meaningfully increased forward return assumptions as firms publish 2023 Capital Market Assumptions.

ACG Market Review – Q4 2022

By ACG, resources, February 8, 2023

2022 will likely be remembered as an inflection point for low inflation and easy monetary policy into a new regime of elevated inflation and hawkish Federal Reserve (Fed) policy.

ACG’s Capital Markets Review

By ACG, resources, October 17, 2022

Equities were under continued pressure in September as investors digested continued interest rate increases and an increasingly hawkish Federal Reserve.

ACG Market Review – Q3 2022

By ACG, resources, October 13, 2022

The Federal Reserve was slow to raise rates earlier in 2022 when the consensus view was that inflation was more “transitory.” But, as inflation remained stubbornly elevated, the Fed increased the pace and magnitude of rate hikes.

ACG’s Capital Markets Review

By ACG, resources, September 12, 2022

Equities staged an abrupt reversal in mid-August and finished down for the month. The S&P 500 started the month on a strong note, with the index rallying above the 4300 level by mid-month, but quickly retreated below the 4000 level to end August. The early month rally focused on the narrative of peak inflation and a potentially less hawkish Federal Reserve. By late August, however, fears of the recent rally being a bear market bounce got more traction and eventually won out.

ACG’s Capital Markets Review

By ACG, resources, July 19, 2022

U.S equites were down in June, with the S&P 500 posting its second-worst monthly performance of the year and moving the index deeper into bear market territory. Hotter-than-expected inflation and the Federal Reserve response in addition to recession worries remained the core narrative and resulted in a board risk-off atmosphere for the month.

ACG’s Capital Markets Review

By ACG, resources, June 13, 2022

U.S. equities ended the month of May essentially unchanged. The final tally, however, masked a great deal of intra-month volatility. The S&P 500 initially fell an additional 8% vs. the prior month end and hit an intra-day low on May 20th that stood (at least for a few minutes) just below the bear market threshold of a 20% peak-to-trough loss. At that point, the market rallied sharply over the next few sessions to close the month nearly flat.

Wrestling Bears

By ACG, resources, June 2, 2022

Outside of the COVID-19 sell-off during the spring of 2020 and a couple other blips along the way, markets have been in a state of steady ascent since the Great Financial Crisis. 2022 thus far has felt like a paradigm shift as markets have turned bearish quickly.

Implications of Higher Rates

By ACG, resources, May 7, 2022

Beginning in the early 1980s, when the Federal Funds rate in the United States hit a historical high of 20%, interest rates have trended towards secular decline. A generally high demand for U.S. debt, actions taken by the Federal Reserve, in conjunction with other factors have pushed interest rates into the historically low-rate environment we have experienced in recent years.

Thinking About Fossil Fuel Divestment

By ACG, resources, May 6, 2022

Setting the stage for the investment implications of divesting from fossil fuel companies is difficult without a quick aside into some science and history. As with many modern problems, there is much more nuance surrounding climate change and fossil fuels than the rhetoric shows.

Think Global Not Local

By ACG, resources, May 5, 2022

The 2010s was the decade of U.S. stocks and bonds as the Traditional 60-40 portfolio (60% U.S. stocks and 40% U.S. bonds) outperformed a globally diversified portfolio. U.S stocks benefited from the rise of Tech giants like Google, Facebook, Apple, and Amazon as they solidified their global dominance as well as Tech unicorns that transformed the U.S. economy and society.

Housing Crash Redux

By ACG, resources, May 4, 2022

For decades, buying a home has been a part of the American Dream. It has been a reliable way to build wealth for many average Americans, and in turn, has become a key pillar of support for the U.S. economy. Up until the 2008 financial crisis, there were few recorded instances of housing prices falling nationally.

Has the Game Changed?

By ACG, resources, May 3, 2022

The year or so since COVID-19 burst into the collective world consciousness has seen an increasing number of rare events in markets. Some have been directly related to the pandemic, and some have been only tangentially connected.

Michael Butkus

By Kurt Hennek, resources, April 22, 2022

This brochure supplement provides information about Michael John Butkus Jr., and supplements the Atlanta Consulting Group Advisors, LLC (the “Adviser”) brochure.

Roderick Hennek

By Kurt Hennek, resources, April 21, 2022

This brochure supplement provides information about Roderick Eugene Hennek, and supplements the Atlanta Consulting Group Advisors, LLC (the “Adviser”) brochure.

Michael Malloy

By Kurt Hennek, resources, April 20, 2022

This brochure supplement provides information about Michael Frank Malloy, and supplements the Atlanta Consulting Group Advisors, LLC (the “Adviser”) brochure.

Matthew Bauder

By Kurt Hennek, resources, April 19, 2022

This brochure supplement provides information about Matthew Christian Bauder, and supplements the Atlanta Consulting Group Advisors, LLC (the “Adviser”) brochure.

Kurt Hennek

By Kurt Hennek, resources, April 18, 2022

This brochure supplement provides information about Kurt Roderick Hennek, and supplements the Atlanta Consulting Group Advisors, LLC (the “Adviser”) brochure.

Edward Michelson

By ACG, resources, April 17, 2022

This brochure supplement provides information about Edward Samuel Michelson, and supplements the Atlanta Consulting Group Advisors, LLC (the “Adviser”) brochure.

Atlanta Consulting Group

By Kurt Hennek, resources, April 16, 2022

This brochure (“Brochure”) provides information about the qualifications and business practices of Atlanta Consulting Group Advisors, LLC (the “Adviser”).

Form ADV Part 1

By Kurt Hennek, resources, April 15, 2022

Uniform application for investment adviser registration and report by exempt reporting advisers.

Client Relationship Summary

By Kurt Hennek, resources, April 15, 2022

Atlanta Consulting Group Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission. Investment advisory services, brokerage services and fees differ, and it is important for you to understand these differences.

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