ACM Insights
Portfolio Review Q1 2026: Market Analysis
The first quarter of 2026 was defined by geopolitical conflict, sharp moves in oil prices, and more. Despite heightened volatility, the overall market remained resilient, with energy and alternative strategies delivering strong gains. The data reinforces a familiar lesson: staying invested through uncertainty continues to outperform attempts at market timing….
The Changing Face of The Investment Industry
The investment industry is transforming quickly as consolidation accelerates, fees rise, and AI reshapes back‑office operations. Despite these pressures, the article argues that independent firms focused on low costs, sound judgment, and personal service remain best positioned to serve clients well….
Charitable Giving in 2026: What the New Rules Mean for Your Philanthropy and Beyond
The One Big Beautiful Bill Act introduces major changes to how charitable contributions are deducted starting in 2026, affecting both itemizers and non‑itemizers. These new rules create fresh opportunities and a few complications for donors looking to maintain a tax‑efficient philanthropic strategy….