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ACH Investment Group ... TRUST is our primary mission

ACH Investment Group ... TRUST is our primary mission

OUR COMPANY

Founded in 1991, ACH Investment Group is a team of dedicated, experienced professionals who will work toward helping you meet your life objectives by offering a wide variety of financial strategies from a host of providers and by tailoring plans to your needs. We have a proactive investment philosophy that focuses on your present needs as well as your future goals, adjusting for any unexpected surprises that life may throw your way.

Introduction to ACH Investment Group

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What clients are saying about ACH Investment Group

“We have been working with Janet for many years and are so comfortable with her helping us manage our finances. She is incredibly professional, knowledgeable, and is always on top of the current market activities. She truly looks out for us and lets us know when it is time to take action.”

Duncan W.

Retired Engineer
March 17, 2023

“Janet’s knowledge and acumen for financial matters is always evident, but it is her love of what she does that shines through and evokes a sense of comfort and confidence that puts her clients at ease.”

Valerie W.

Retired
March 17, 2023

“I have known and worked with Janet Fox for the past five years. She is always pleasant, and a true professional in every sense of the word. She is responsive to her clients’ needs and questions at all times. Janet holds herself to a very high standard. Having worked with several financial planners, I firmly believe that Janet is one of the best. In working with Janet, you can rest assured that your investment portfolio will be in good hands.”

Bonni G.

Retired HR Manager
March 22, 2023

This statement is a testimonial by a client of the financial professional as of the date shown. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

HOW CAN WE HELP YOU TODAY?

Midyear Outlook 2023 | The Path Towards Stability | July 12, 2023

At LPL Research, our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six...

CLIENT LETTER | November 01, 2023

Dear Valued Investor, The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopoliticaluncertainty can overshadow the positives, there are things to be thankful for.

4Q2023 ACH Newsletter

Download our latest Money Management Newsletter. Contact us for copies of prior newsletters.

Global Portfolio Strategy | August 2023

Stocks rose nicely in July, as the S&P 500 Index returned 3.2% for the month, bringing its year-to-date gain to a stellar 20.7%. The fifth straight monthly gain for the index came amid expectations of a Federal Reserve (Fed) pause, resilient U.S…

Client Tax and Retirement Resources

Midyear Outlook 2023 | The Path Towards Stability | July 12, 2023

At LPL Research, our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six...

CLIENT LETTER | November 01, 2023

Dear Valued Investor, The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopoliticaluncertainty can overshadow the positives, there are things to be thankful for.

1Q2023 ACH Newsletter

Download our latest Money Management Newsletter. Contact us for copies of prior newsletters.

Global Portfolio Strategy | August 2023

Stocks rose nicely in July, as the S&P 500 Index returned 3.2% for the month, bringing its year-to-date gain to a stellar 20.7%. The fifth straight monthly gain for the index came amid expectations of a Federal Reserve (Fed) pause, resilient U.S…

Client Tax and Retirement Resources

Year End Tax Guide

This helpful guide will help you become familiar with important dates, deadlines, challenges, and opportunities that may come up during this tax season.

2021-2022 Tax Tables

A handy guide to help with 2021 taxes and to prepare for 2022, includes information on; tax rates, AMT, deductions, RMDs, and more.

Retirement Account Comparison

Whether an employer who wants to help your employees work toward a secure retirement, or someone who wants to plan for your own future, this handy guide can help you narrow the focus on a retirement plan that could work for you in 2022.

HELPFUL CONTENT

Midyear Outlook 2023 | The Path Towards Stability | July 12, 2023

At LPL Research, our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six...

Outlook 2023: Finding Balance

Through all the challenges during the last couple of years, it’s no surprise why we might be striving for more balance.

Key Considerations for Finding the Best Financial Advisor

To find a financial advisor that can best meet your needs, create a plan that will help you gather the information you need to make an informed choice.

Reasons to Work with a Financial Advisor

Even if you have the time and inclination to take on your own financial planning and investing, there are situations for which hiring a financial advisor may be a better option.

The LPL Advisor Difference

Cliché as it sounds, all financial advisors aren’t the same. Objectivity, experience, values, and access to LPL Financial’s vast resources are among the factors that we believe set LPL advisors apart.

What’s Your Idea of the “Best” Financial Advisor?

To determine if an LPL Financial advisor is the best financial advisor for you, think about what you need and then create a profile of your ideal advisor.

RESEARCH

Has The Market Changed Its Tune | LPL Street View

LPL's Chief Economist, Dr. Jeffrey Roach shares three observations as the markets march through the final quarter of the year.

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Is The Stock Market Correction Over? | Weekly Market Commentary | November 13, 2023

Is The Stock Market Correction Over? | Weekly Market Commentary | November 13, 2023

One of the unchecked items is market breadth. Despite the recent rally, participation in the latest rebound has been underwhelming, raising questions over the sustainability of the advance. Second, 10-year Treasury yields remain in an uptrend, and until more technical evidence confirms the highs have been set, it may be challenging for stocks to maintain their upside momentum.

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Clients, please do not use this form to send us trading instructions or account changes. Please call our office to review trading or personal information.

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