Institutional Investment Management | Advanced Capital Group

Department of Labor – Electronic Disclosure Rules

Department of Labor – Electronic Disclosure Rules

The final rule establishes a new, voluntary safe harbor for retirement plan administrators who want to use electronic media, as a default, to furnish covered documents to covered individuals, rather than sending potentially large volumes of.

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.

Financial Institutions Insights “COVID Recession”

Recommendations

It seems a bit trivial to discuss economics and investment strategy in the middle of a pandemic. What’s really important anyway? Where interest rates are headed or how to remain healthy while this invisible killer terrorizes the globe? One thing we can do is explain what we.

Stocks and Elections

Stocks & Elections
_{It's often a non-event!}

As elections approach, our knee-jerk reaction is to become much more conservative by nature. On the surface this makes good sense, but how do markets typically perform before and after elections? A look at some data is warranted to analyze. .

Feature Articles: Institutional Investment Management

Financial Institutions Insights “COVID Recession”

By Tony Albrecht, CFA®

April 17, 2020Institutional Investment Management

Recommendations

Credit Spreads Narrow but Remain Elevated

By Tony Albrecht, CFA®

April 09, 2020Institutional Investment Management

As we monitor economic activity and the impact on credit spreads, we have seen and will continue to see data that is much worse than any of us have seen before. Equity markets expect this which is why they are rallying today despite a jobless claims report that...

Corporate Bond Market

By Tony Albrecht, CFA®

April 02, 2020Institutional Investment Management

I want to share something important that is happening in the investment grade corporate credit market. I track the option adjusted spread (OAS) which is essentially the additional yield the investor receives versus a risk-free Treasury security. Prior to the COVID outbreak, the OAS for the...

1st Quarter 2020 Strategy

By Tony Albrecht, CFA®

January 16, 2020Institutional Investment Management

Financial Institutions Insights 1st Quarter 2020 Strategy “A Short-Term Rebound Followed by Economic Softening”

Recommendations

Interest rates declined 90 basis points in 2019. While current levels seem low (5-year Treasury note yield at 1.60%), remember in 2012 the same Treasury had a yield 0.50%. Unless the duration of your bond portfolio is...

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...