Institutional Investment Management | Advanced Capital Group

A Strong 403(b) Fiduciary Foundation Reduces Plan Sponsor Anxiety

Over the past few years and accelerating over the past few weeks, there has been a significant increase in 403(b) retirement plan litigation and enhanced government scrutiny over 403(b) plans in general.

Since 2016 over 25 private universities have faced lawsuits from groups.

Why Do Plan Sponsors Hire A Retirement Plan Consultant/Advisor to help with their employer 401(k) plans?

After working over 25 years in the retirement plan industry, I still often get asked, “Why would I hire a Retirement Plan Consultant/Advisor to help with our 401(k) plan when that is what our recordkeeper is for or that is my job?”

The role of the.

4th Quarter 2019 Strategy - “PMI Data Stokes Slowdown Concerns”

Economic Overview

The U.S. economy chugs along at a 2.0% pace (GDP) with a quarterly range between 1% and 3%. Recall GDP advanced 3.1% in the 1^st quarter and the 2^nd quarter was reported at 2.0%. Expectations for the 3^rd quarter are centered around.

Year End Planning Ideas

End of Year Planning
What to consider before 2020.

Idea #1: Convert or Fund a Roth IRA:
If you earn more than $137k as a single filer or $203k jointly you are not allowed to contribute to a Roth IRA for 2019. There is however, no limit on.

Feature Articles: Institutional Investment Management

4th Quarter 2019 Strategy - “PMI Data Stokes Slowdown Concerns”

By Patrick Larson, CFA®

October 08, 2019Institutional Investment Management

Economic Overview

The U.S. economy chugs along at a 2.0% pace (GDP) with a quarterly range between 1% and 3%. Recall GDP advanced 3.1% in the 1st quarter and the 2nd quarter was reported at 2.0%. Expectations for the 3rd quarter are centered around...

3rd Quarter 2019 Strategy - “Inflation is too Low”

By Patrick Larson, CFA®

July 15, 2019Institutional Investment Management

Economic Overview

The expectation of a rebound in Q2 GDP is not likely going to happen. The 3.1% we experienced in Q1 looks like it will fall to the low 1% area for Q2. The lag in GDP reporting explains why we discuss it here...

2nd Quarter 2019 - Global Slowdown Has Begun

By Patrick Larson, CFA®

April 16, 2019Institutional Investment Management

Economic Overview

Our theme for the first quarter was: “Things are Slowing Down” which turned out to be the case. Many economic indicators in Europe have pointed to a slowdown this year. The Purchasing Manager’s Index (PMI) peaked in the Eurozone in December 2017 and had fallen below 50...

Financial Institutions Insights 1st Quarter 2019 Strategy

By Patrick Larson, CFA®

January 21, 2019Institutional Investment Management

Economic Overview - What a Difference a Quarter Makes!

We entered the fourth quarter of 2018 with solid economic growth, interest rates near a multi-year peak and an equity market that was trading near record highs. But things changed. Expectations that the economy will slow...