Resources

Cybersecurity for Investors: Protecting Your Financial Information in a Digital World

Threats to security are becoming a reality for investors and investment firms alike as identities and account information are stolen every day. As a result of these security threats, there is an increasing need for cybersecurity for investors so that your financial information can be kept safe and free from harm.

Read More

ACG’s June Capital Markets Review

Large Cap equities ended the first half of the year near all-time highs after a strong June marked by continued strength in Technology stocks and low volatility in equity markets. The S&P 500 rose +3.59% in June and is now up +15.29% for the year. Small Cap stocks have not kept pace with their larger counterparts, with the Russell 2000 falling -0.93% in June and up only +1.73% year-to-date.

Read More

ACG Insights: Politics and Investing

Campaigning for the U.S. presidential election has commenced in earnest as we move into the summer months, with Joe Biden and Donald Trump virtually locked-in to a rematch of the 2020 election. It should be noted that broader markets tend not to care much about the results of elections over longer time frames like presidential terms...

Read More

Market Concentration in Perspective

The hot topic in equity markets for several months has been market concentration at the top in a few mega-cap tech companies that are driving returns. Global Financial Data recently published an interesting history of market concentration in the U.S...

Read More

ACG’S May 2024 Capital Markets Review

Markets bounced back in May after a weak April on the tail of strong corporate earnings and continued strength from mega-cap Tech firms (Nvidia, Apple, Microsoft, Alphabet). The S&P 500 rose +4.96% and is now up +11.30% for the year through May. Small Cap enjoyed a strong month with the Russell 2000 index rising +5.02% to slightly top the S&P 500.

Read More

How Has The Inflation Fight Progressed Overseas?

The inflation spike in 2021/2022 was a global phenomenon, which led central banks around the world to raise rates in response. In Europe, CPI is beginning to stabilize around the 2% target of the European Central Bank (ECB). Meanwhile, US inflation numbers have plateaued a bit on a level above the Fed’s similar 2% target...

Read More

AI Is Popping Up Everywhere

Enthusiasm over the possibilities for AI has taken a lot of the credit (or blame) for sending equity markets higher in 2023 and so far in 2024. At first blush, you would think that exposure and interest in AI would be mostly relegated to the Tech sector...

Read More

The Role of Market Research in Elevating Asset Allocation Models

In the intricate world of investing, where uncertainties and opportunities coexist, the strategic deployment of asset allocation models emerges as a crucial mechanism for portfolio optimization.

Read More

Stocks Don’t Care Much About Politics

The U.S. is in an election year, and in for a long summer/fall of rhetoric from both sides of the aisle regarding the dangers of the opposing party. From a market perspective, political noise or the party in power really does not matter much to the long-term outlook for stocks...

Read More

ACG’S April 2024 Capital Markets Review

April 2024 saw a meaningful pullback for markets after a strong first quarter as investors digested lower than expected growth and persistence with inflation data. The S&P 500 fell -4.08% for the month but is still up +6.04% year-to-date...

Read More

Sector Exposure Overseas

The dominant sectors overseas could see a boost in coming years due to things like manufacturing, reshoring, energy transition, etc.

Read More

Fed Funds Rate

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.

Read More

ACG Market Review – Q1 2024

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

Read More

ACG’S March 2024 Capital Markets Review

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.

Read More

Avoid Gazing Directly at the Earnings Eclipse

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.

Read More

Form ADV Part 1

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

Download

Form ADV Part 2

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

Download

ACG Insights: Treasury Market Dilemma with Deficits

Rising annual fiscal deficits and Treasury issuance have created concerns with their response to debt growth and a transitioning investors.

Read More

Broader Market Leadership in Q1

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.

Read More

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

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. 

Read More

ACG’S February 2024 Capital Markets Review

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.

Read More

The Top Impact Investing Trends to Watch in 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.

Read More

Tighter Fed Expectations Not Slowing Markets

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.

Read More

Creating a Legacy: Wealth Management Philanthropy & Charitable Giving

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. 

Read More

Should You Time The Market?

The S&P 500 Index recently breached 5,000 for the first time and has hit new all-time highs multiple times in recent trading days. Intuition would likely say that new all-time highs for stocks would portend lower returns going forward due to elevated valuations, a peak in earnings growth, or maybe frothy investor sentiment...

Read More

ACG’S January 2024 Capital Markets Review

US Large Cap equities maintained momentum into the new year and posted new all-time highs on the back of strong economic data. The S&P 500 was up +1.68% in January, again led by the Magnificent Seven. The Information Technology (+3.95%) and Communication Services (+5.02%) sectors, big winners over the prior year, enjoyed strong months. Financials and Health Care also rose more than +3.00%. 

Read More

Wealth Planning: How Private Wealth Managers Mitigate Risk and Navigate Volatility

When it comes to wealth preservation, the role of private wealth managers in helping to mitigate risk and navigate market volatility is paramount. Let us explore who they are and how they help wealthy clients grow their wealth despite volatility in the market.

Read More

ACG Market Review – Q4 2023

An economic soft-landing in the U.S. moves from a low probability event to the consensus view. Softer inflation data led to increased market expectations for Federal Reserve rate cuts in 2024 and into 2025. The positive feedback loop for risk assets from the easing of finance conditions and Fed pivot was reinforced by a few other factors: The broader soft-landing narrative, Consumer resilience, Strong Q3 2023...

Read More

Multi-Generational Wealth Management: The Role of OCIOs for Family Offices

Multi-generational wealth management is a complex financial advisory process that requires expert management. Generational wealth management takes into account volatile factors such as the changing financial landscape, family dynamics, risk management, and tax planning to preserve generational wealth protection and growth. 

Read More

ACG’s December 2023 Capital Markets Review

Markets finished the year in a strong rally that began in November on hopes that an economic soft landing is materializing and that the Federal Reserve will begin cutting rates in 2024. The S&P 500 was up +4.54% in December to finish the year just below its all-time high. The Real Estate sector enjoyed a strong December after some stress earlier in the year and rose +8.48% for the month. Information Technology led the way in 2024 with a return of +57.84%.

Read More

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. There are approaches to alter exposure, but they may be costly, challenging, or not make sense from a long‐term perspective. Investors need to understand the concentrated exposures they are assuming when allocating to broad market indices.

Read More

What to Consider When Hiring Non-Profit Investment Advisory Services

In an era marked by volatile economic climates and sophisticated financial instruments, even non-profit organizations are not exempt from the challenges of navigating the investment landscape. To this end, the role of Investment Advisors in guiding these organizations is increasingly vital. However, there are factors that need to be taken into account when selecting an investment advisory service. Fortunately we’re here to help by offering a resource on what to consider when hiring non-profit investment advisory services.

Read More

ACG’s November 2023 Capital Markets Review

Markets staged a strong rally in November amid hopes that the Federal Reserve has finished with the current rate hike cycle. The S&P 500 was up +9.13% for the month and is now +20.80% higher year-to-date. The Information Technology, Financials, and Consumer Discretionary sectors all gained double digits for the month, with Information Technology now up +52.02% so far this year.

Read More

Investment Committee Roles and Responsibilities

The intricate dance of financial stewardship is a nuanced art that thrives on the axis of informed decision-making and strategic foresight. At the heart of this dynamic is the Investment Committee, tasked with the prudent management of funds and assets for the organization it serves. The investment committee roles and responsibilities are the key to successful financial guidance.

Read More

Fiduciary Responsibility of Nonprofit Board Members

When it comes to the backbone of any nonprofit organization, board members stand at the forefront. Their responsibilities are vast, but among the most critical is ensuring the financial well-being and proper management of the organization. But how can board members best fulfill these paramount duties? In this blog, we will discuss fiduciary responsibility of nonprofit board members along with some useful insights to keep in mind during your workday.

Read More

ACG Insights: Small Cap Comeback?

A few Large Capitalization stocks have dominated portfolio performance for years, leaving other areas of the market at attractive valuation levels. Small Caps, despite recent underperformance relative to Large Caps, have a history of prolonged periods of outperformance. Both absolute and relative valuations in Small Cap are historically attractive. The negative impact of higher interest rates and possible recession may already be baked into Small Cap prices, which tend to outperform coming out of recessions.

Read More

ACG Market Review – Q3 2023

The unexpected strength of the economy has caused the near term probability of a recession to plateau. Markets experienced a temporary halt in their upward trajectory, despite prevailing economic optimism. Bond yields continue to rise, but the potential for rate cuts is on the horizon...

Read More

ACG’s September 2023 Capital Markets Review

September was the worst month for equity markets of the year so far, as higher rates weighed on risk assets. The S&P 500 was down -4.77% for the month but remains up +13.07% year to date. Energy (+2.63%) was the lone sector in the S&P 500 to show positive performance in September, while Real Estate (-7.25%) and Technology (-6.87%) led detractors for the month.

Read More

ACG Insights: All the REIT Moves

Similar to Tom Cruise’s character in All the Right Moves, Real Estate Investment Trusts (REITs) are looking for an opportunity to escape their past and transition into a brighter future. The post-COVID environment has acted as a cloud over the future of real estate investing due primarily to decreased demand for office space that looks unlikely to meaningfully improve, and more difficult financing conditions due to a rapid rise in interest rates from near-zero.

Read More

ACG Insights: Artificial Intelligence – Fad or Panacea?

Artificial intelligence (AI) as a discipline dates back to the 1950’s and encompasses a variety of technologies, predominantly merging computer science with extensive datasets to facilitate complex problem‐solving. The long‐term goal and subject of numerous science fiction portrayals has been the development of artificial “general” intelligence where a machine would have an intelligence equaled to humans, i.e., a self‐aware consciousness that can solve problems, learn, and plan for the future.

Read More

ACG Market Review – Q2 2023

Global Highlights: Economy – A much anticipated recession has yet to materialize despite aggressive Fed policy over the past few quarters | Equities – A handful of U.S. Mega Cap companies drove returns in what has been a bounce-back first half of the year for stocks | Fixed Income – Volatility remained high relative to history amid uncertainty around inflation, economic growth, and Fed policy

Read More

ACG Insights: Debt Ceiling Drama

Despite dozens of negotiated increases or suspensions of the U.S. debt limit over the past several decades, concern about the current debt ceiling is increasing. Cash available for the Treasury to pay obligations is falling which makes a technical default on some payments feel possible, although still low probability, in the absence of a deal. Historically, markets have shrugged off debt limit fears as short-term noise.

Read More

ACG Market Review – Q1 2023

Global Highlights: Economy – Investor focus shifted from declining inflation and a potential Fed pivot to the health of the banking sector and overall economy | Equities – An early quarter stock rally was quelled by hotter than expected inflation and further Fed tightening | Fixed Income – Higher rates often indicate higher returns, however, risks remain in certain areas of fixed income

Read More

ACG’s February Capital Markets Review

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.

Read More

ACG Insights: Ground Control to Major Powell

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?

Read More

ACG’s January Capital Markets Review

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. | The S&P 500 gained +6.28% for the month after a disappointing 2022. | The Consumer Discretionary (+15.02%) and Communication Services (+14.51%) sectors led the rally after poor relative performance last year.

Read More

ACG Insights: 2023 Capital Market Assumptions

The market reset from peak levels in early 2022 has meaningfully increased forward return assumptions as firms publish 2023 Capital Market Assumptions. One of the most important inputs when projecting forward returns is an assumption of the current risk-free rate of return. Much of the increase in 10-year return expectations can be attributed to a higher risk-free rate as fixed income yields have increased significantly from last year...

Read More

ACG Market Review – Q4 2022

Global Highlights: Economy – Resiliency in light of recessionary risks as inflation wanes and the Federal Reserve continues to tighten policy | Equities – Some relief in Q4 during a difficult year with focus turning to earnings growth amid the possibility for a recession | Fixed Income – Higher yields led to one of the worst years ever for bond investors, but forward expectations have greatly improved

Read More

ACG’s September 2022 Capital Markets Review

Equities were under continued pressure in September as investors digested continued interest rate increases and an increasingly hawkish Federal Reserve.The S&P 500 fell -9.21% in September and was negative for the third consecutive quarter after returning - 4.88% in Q3 2022. Every sector in the S&P 500 was negative in September, while Consumer Discretionary and Energy were the only positive performers in Q3, returning 4.36% and 2.35%, respectively.

Read More

ACG Market Review – Q3 2022

Global Highlights: Economy – Persistent high inflation has dwarfed any positive economic data and pushed the Fed to an aggressive tightening cycle | Equities – Markets continue to re-price downward as investors struggle to interpret the path of monetary policy | Fixed Income – Further upward pressure on yields has increased year-to-date drawdowns for bond investors

Read More

ACG’s August 2022 Capital Markets Review

Equity markets finished August lower after an initial surge to begin the month as investors continue to digest Fed policy amidst inflationary pressures | The S&P 500 fell -4.08% in August and is now down -16.14% for the year. | Energy and Utilities were the only positive sectors in the S&P 500 in August after gaining 2.83% and 0.51%, respectively. Energy remains the clear winner of the past year.

Read More

ACG’s June 2022 Capital Markets Review

Equity markets in June closed the first half of the year under continued selling pressure, with most indices in technical bear market territory marked by a 20% drop from recent highs | The S&P 500 is now down -19.96% for the year after falling -8.25% in June | The Energy sector reversed a trend of outsized performance and was the worst performing sector in the S&P 500 in June, falling -16.8%. All sectors were negative for the month.

Read More

ACG’s May 2022 Capital Markets Review

Markets started to regain some footing during the latter half of May after several consecutive weeks of declines. Volatility remained high relative to recent history, as equity markets briefly breached technical “bear market” territory before rallying | The S&P 500 was basically unchanged in May and is now down -12.76% for the year | The Energy sector continued building momentum and was by far the best performing sector in May with a 15.77% gain

Read More

ACG Insights: Wrestling Bears

Markets thus far in 2022 have dealt with selling pressure that to many investors feels like a shift from the upward momentum experienced over the last several years and post-COVID (Exhibit 1) | Equity market declines have felt atypical because by some measures they really have been rare | The S&P 500 is currently in one of its longest weekly losing streaks in decades (Exhibit 2) | In percentage terms, the current drawdown is relatively common. The question going forward is if the sell-off turns into a prolonged downturn similar to 2000-2002 or 2008-2009 (Exhibit 3).

Read More

ACG Insights: Implications of Higher Rates

Interest rates have trended lower for several decades, however recent events have spurred a shift towards a more hawkish Federal Reserve, and possibly a rising rate environment | Currently faced with the historically tricky position of curbing inflationary pressures while simultaneously avoiding economic recession, the Federal Reserve will be watched closely by market participants over the coming weeks and months | The effects rising interest rates could have on asset prices will be a top-of-mind question for investors going forward as markets grapple with a shifting monetary policy regime

Read More

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 | Institutional investors are increasingly implementing plans to divest from fossil fuel companies | There is plenty of gray area as to how to define and implement a divestment strategy for investors looking to pull money from fossil fuel businesses | Shareholder engagement can be an alternative or a complement to full divestment strategies by helping to enact climate-friendly changes within fossil fuel companies | Investors should weigh some legitimate arguments against blanket divestment such as loss of shareholder influence or ceding economic influence to state-owned oil giants

Read More

ACG Insights: Think Global Not Local

Global growth is expected to come from outside the United States as global middle-class consumption ascends from nations like China and India | Since the early 1990s, the globally diversified portfolio and the traditional 60% stock and 40% bond portfolio have traded market leadership, sometimes for lengthy periods | The recent strong historical performance of U.S. stocks and bonds have lowered expected returns for these asset classes over the next 10 years, making a globally diversified portfolio more attractive than the Traditional 60% stock and 40% bond portfolio | No one knows which asset classes will outperform in the 2020s, making a globally diversified portfolio the best choice for long-term investors

Read More

ACG Insights: Housing Crash Redux?

Americans with excellent credit have decided to take advantage of the historically low-interestrate environment and buy homes further away from America’s largest metropolitan areas | Institutions, like pension funds, have seen residential real estate as an attractive place to invest thanks to the low return environment | Builders have struggled to keep with this new demand after underbuilding in the prior decade as COVID-19 supply shortages have caused prices of labor and building materials to increase | Supply and demand fundamentals are likely to remain in place for the near-term supporting housing prices.

Read More

ACG Insights: Has the Game Changed?

A spike in popularity of “meme” stocks has highlighted a recent trend of outperformance for beleaguered companies with poor financials | Small Cap U.S. Equities have been a focal point of the trend, where the percentage of unprofitable companies in the Russell 2000 index has risen near peaks | The relative outperformance of lower quality compared to higher quality stocks in 2020 was substantial, but also a divergence from history | There have been cyclical swings favoring non-earners that have generally been short-lived and concentrated around recessions | Portfolio exposure to quality stocks in the small cap space can depend both on the active/passive decision and which index is followed by a passive manager

Read More

Michael Butkus

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

Download

Roderick Hennek

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

Download

Michael Malloy

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

Download

Matthew Bauder

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

Download

Kurt Hennek

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

Download

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.

Download

Connect With Us

Interested in learning more? The professional advisors at ACG are happy to answer any questions you
have. Contact us to discuss solutions and discover how our advisors bring value to your institution.