Resources

ACG Market Review – Fourth Quarter 2024

Strong consumer spending and corporate profits, coupled with fiscal deficits have provided tailwinds for the economy that look poised to continue for the foreseeable future.

ACG Insights: Capitalizing on Opportunities in Global Equities

Despite recent underperformance, investing in international equities can help minimize portfolio volatility, capitalize on market leadership changes, and expose investors to global industries that are less dominant in the U.S.

ACG’s December Capital Markets Review

Privacy Notice

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. Atlanta Consulting Group Advisors, LLC (“ACG”) is committed to maintaining the confidentiality, integrity, and security of the personal and financial information that our clients have entrusted to us. To that end, we are providing you with a copy of our current Privacy Notice to remind you of our concern for, and our efforts related to, the protection of your personal non-public information.

ACG’s November Capital Markets Review

Markets in the US rallied after a decisive presidential election opened the door for deregulation and corporate tax cuts that are viewed as constructive for corporate earnings.

ACG Insights: Tariffs and Trade

We will stay as far away as possible from politics, other than to say that tariffs are back in the headlines after campaign season and the recent US presidential election.

ACG’s October Capital Markets Review

Markets pulled back across asset classes in October after five straight months of gains for equities and a strong year so far in fixed income.

Revisiting Diversification

The last decade has seen U.S. Large Cap stocks dominate investment returns, often overshadowing the advantages of asset class diversification. For long-term investors, it's crucial to recognize that future returns may diverge significantly from recent trends. While 2012/2013 might have seemed ideal for increasing exposure to U.S. Large Cap stocks, moving away from previously successful asset classes can be challenging. As we look ahead, the next decade's performance could be markedly different from the past ten years.

The Top Impact Investing Trends to Watch in 2024

Learn about 2024's impact investing trends with our blog, highlighting key changes and opportunities for ethical and sustainable investments.

Investment Committee Roles and Responsibilities

At the heart of this dynamic is the Investment Committee, tasked with the prudent management of funds and assets for the organization it serves.

ACG Market Review – Third Quarter 2024

Year/year GDP estimates for Q2 2024 are hovering around +3.0% as consumers kept spending in Q3 and the U.S. economy remained in a growth trajectory, despite some signs that the labor market may be slowing.

ACG’s September Capital Markets Review

September saw several positive catalysts for risk assets, including the Federal Reserve beginning a cycle of rate cuts, and continued strong GDP growth. The S&P 500 was up +2.14% for the month and finished the quarter up +5.89%.

Client Relationship Summary (Form CRS)

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

ACG’s August Capital Markets Review

The month of August began with a sharp market selloff and spike in volatility before steadily rising through month-end as the Fed indicated rate cuts were imminent, and recession risks remained low. The S&P 500 was up +2.43% for the month and is now +19.53% higher year-to-date. Small Cap stocks pulled back after a strong July, with the Russell 2000 Index falling -1.49% in August...

ACG’S July 2024 Capital Markets Review

July saw a rotation of sorts from Large Cap and Growth equities towards Small Cap and Value oriented names, as a cool inflation report for June raised hopes for lower rates in the near future. The S&P 500 was up +1.22% for the month and is now +16.69% higher on the year...

ACG Insights: August 2024 Market Volatility

Multiple factors coalesced during the first few days of the month to send markets across the globe into turmoil. The Fed signaled a willingness to begin cutting rates in September, but market participants are beginning to wonder if they are behind the curve.

ACG Insights: Equity Index Concentration

S&P 500 index concentration has reached a new all‐time high (Exhibit 1). This has led investors, especially those who use passive vehicles, to evaluate the potential implications.

ACG Insights: Thinking About Fossil Fuel Divestment

It is widely accepted that transitioning away from fossil fuel dependence is crucial in the fight against climate change.