Institutional Investment Management | Advanced Capital Group

SECURE Act

In a major victory for the advocacy efforts of the American Retirement Association, the most comprehensive retirement savings policy bill since the Pension Protection Act of 2006 was signed by President Trump on December 20. Years in the making, the Setting Every.

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.

1st Quarter 2020 Strategy

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.

Fourth Quarter 2019 Municipal Insight

The noisy themes for the 4th quarter were centered on concerns of a global economic slowdown, uncertainty related to trade negotiations, and manufacturing weakness in the US and abroad. These themes were countered by strong domestic employment numbers , real wage growth,.

Feature Articles: Institutional Investment Management

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

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...