Our Insights

Fed Pause and Trade Optimism Boost Markets… Overbought or More to Come?

There has been a dramatic shift in the probability of further rate hikes by the Fed, and as we near the midpoint of February, the markets have behaved much like they did in the beginning of last year. Investor appetite for risk has increased and volatility has recessed, as higher returning sectors such as small cap stocks, emerging markets, and junk bonds have all resumed leadership versus their higher-quality counterparts. Read More

AEPG’s Chris Holland at the New York RIA Summit: “Managing Money in New York – Finding Your Niche”

Chris Holland, AEPG’s Senior Portfolio Manager and Vice President of Retirement Plan Solutions, had the honor of moderating and participating on a panel titled “Managing Money in New York – Finding Your Niche” at the New York RIA Summit in Midtown, New York on February 7th 2019.   Chris led a dynamic seminar with three other […] Read More

It is Time For All Contributions to Retirement Plans to be Treated Equally in New Jersey

Important Pending Legislation in New Jersey: Unlike the Federal Government and most other States, New Jersey does not allow participants to make pre-tax contributions to 403(b) and 457 plans as well as Health Savings Accounts (HSA), but proposed legislation would level the playing field for all retirement plans, correcting a disparity that impacts mostly teachers and not-for-profit employees. Read More

Leaving All the Financial Decisions to One Spouse Is Asking for Trouble

Chris Schiffer,  MBA, CFP®, CPA,  AIF was quoted in the TheStreet article “Leaving All the Financial Decisions to One Spouse Is Asking for Trouble” by Scott Van Voorhis on the importance of getting the view of both spouses when setting goals and creating a financial plan. Certified Financial Planner™ (CFP®) professionals can help ensure that […] Read More

It’s Not About Good or Bad, It’s About Better or Worse

It’s Not About Good or Bad, It’s About Better or Worse We spent the last few days in Washington for one-on-one meetings with Investment Strategists from Schwab Institutional, Goldman Sachs, Blackrock and others. The theme of our longtime friend and peer, Liz Ann Sonders, head strategist at Schwab, is that the direction of stocks is […] Read More