As the season of giving approaches, it’s the perfect time to explore tax-smart strategies like Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs). These tools can help you maximize your charitable impact while aligning with your financial goals. Learn how you can give back and save: https://bit.ly/4ePoc1v #FinancialPlanning #CharitableGiving #YearEndPlanning #DAF #QCD
关于我们
ACM Wealth is the investment advisory and wealth planning division of Advisors Capital Management ("ACM"), an SEC-registered investment adviser. While ACM serves institutional clients, ACM Wealth assists individuals, companies, foundations and charitable organizations in navigating their financial lives, including investment management, financial planning, insurance needs and their total financial well-being. SEC registration does not imply any level of skill or training. For a complete list of our services, fees and disclosures, please go to our website at www.acmwealth.com. Our Form ADV Part 2A, 2B and Form CRS are available upon request.
- 网站
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https://acmwealth.com/
ACM Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 类型
- 私人持股
- 创立
- 1998
动态
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The markets are always looking ahead. With the S&P 500 up 26% YTD and a “red sweep” shaping market dynamics, sectors like financials and health care are seeing distinct shifts. Explore how these trends and valuations could shape the road ahead. Read the full commentary here: https://bit.ly/415ko9i #MarketTrends #FinancialPlanning #Investing #EconomicInsights #ACM
Anticipatory Moves
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What’s next for Nvidia and the broader market? Dr. JoAnne Feeney, Partner & Portfolio Manager, shares her insights on CNBC’s Squawk on the Street. Don’t miss her insights on growth expectations and key market trends. Watch the full segment here: https://bit.ly/3ZkME6r #MarketInsights #Investing #Nvidia #GrowthOutlook #ACMWealth
Dr. JoAnne Feeney joins CNBC's ‘Squawk on the Street'
https://acmwealth.com
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Weekend plans? If you’re looking for something insightful to watch, we’ve got you covered! ?In Episode 28 of the Live Plan Invest podcast, David Fuchs and Vince Mattone dive into: ?? ACM’s post-election market outlook and how outcomes could shape the economy. ?? Smart year-end strategies to position your finances for success. ?? Key planning conversations we’re having with clients right now. Whether you’re curious about what the election means for your portfolio or want to make the most of the year ahead, this episode is packed with insights. ?? Tune in to Episode 28: 'It’s a Nice Chip to Have Sometimes' https://lnkd.in/g-aR2Zps At ACM Wealth, we’re here to help you Live, Plan, and Invest with clarity and confidence. #LivePlanInvest #FinancialPlanning #MarketOutlook
Live, Plan, Invest Podcast | Episode 28: It’s A Nice Chip To Have Sometimes
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Dive into the world of global equity markets with David L. Ruff, CFA, as he shares perspectives on evaluating international companies, navigating geopolitical complexities, and uncovering opportunities in regions like Japan and China. Explore the full commentary to discover why international equities remain a compelling asset class. https://bit.ly/3OdpNDh #InternationalInvesting #GlobalMarkets #WealthManagement #FinancialPlanning
International Investing Interview
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Is a Roth IRA Conversion Right for You? Roth IRAs offer tax-free growth, tax-free withdrawals, and no RMDs—but timing is everything. Curious about when a conversion makes sense and how it can impact your retirement strategy? Read Senior Wealth Advisor Robert Olsen’s latest commentary for insights: https://bit.ly/4eEdYki #RothIRA #RetirementPlanning #FinancialStrategy
Planning Opportunities to Consider Before Year-End Part 3 - Roth IRA Conversions
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??? New Podcast Episode Alert! David Fuchs, CFP? and Vincent Mattone, CFP? dive into post-election market insights, year-end planning strategies, and key advice for navigating the months ahead. Don’t miss Episode 28: It’s A Nice Chip to Have Sometimes—available now! https://bit.ly/4fziTEu #LivePlanInvest #Podcast #FinancialPlanning
It's A Nice Chip To Have Sometimes
https://acmwealth.com
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??? Episode 28 is Almost Here! ??? The next episode of the Live Plan Invest Podcast premieres November 18! This time, we’re diving into Post-Election Insights and Year-End Financial Planning strategies to help you wrap up the year with confidence. ?? Save the date—this one’s a must-listen! #FinancialPlanning #PostElection #Podcast
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Confused by all the Medicare ads? ??? In Episode 27 of the Live, Plan, Invest podcast, David Fuchs and Jeff Deiss dive into what really matters about Medicare—from Original Medicare vs. Medicare Advantage to recent legislative changes. Get the facts to make informed choices for you and your family. Watch now! https://bit.ly/3O3nmmN #Medicare #FinancialPlanning
Live, Plan, Invest Podcast | Episode 27: Beyond the Ads – Here’s What to Know About Medicare
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Flying back from Minneapolis to Newark, our own Senior Wealth Advisor, John Bruggemann, witnessed a truly inspiring moment: the United States Military Academy at West Point Glee Club serenading passengers on the plane. It brought back great memories from our Leadership Conference held at West Point this past June, where we explored the values of discipline, dedication, and service that guide us in helping clients. A huge thank you to the cadets for their commitment and a touching reminder of the strength and unity that we all strive to bring to our work every day. #Leadership #WestPoint #InspiredJourney