Resources

ACG’s Capital Markets Review

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.

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Wrestling Bears

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.

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Implications of Higher Rates

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.

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Thinking About Fossil Fuel Divestment

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.

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Think Global Not Local

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.

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Housing Crash Redux

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.

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Has the Game Changed?

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.

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Michael Butkus

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

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Roderick Hennek

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

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Michael Malloy

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

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Matthew Bauder

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

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Kurt Hennek

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

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Edward Michelson

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

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Atlanta Consulting Group

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

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Form ADV Part 1

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

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Client Relationship Summary

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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