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.

Learn More

Introduction to ACH Investment Group

TRACKING #1-05186612

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?

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.

Client Letter | March 01, 2023

LPL Research explains why they remain steadfast in their belief that investors’ patience will be rewarded

How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023

Mega-cap stocks, which have outlier market capitalizations and are often referred to as ‘the generals,’ have made an impressive comeback this year.

2Q2023 ACH Newsletter

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

Global Portfolio Strategy | March 07, 2023

The STAAC has slightly reduced its overweight equities allocation but maintains its preference for stocks over bonds.

Client Tax and Retirement Resources

Year End Tax Guide (2022-2023 Year End Tax Guide for Investors)

Tax Tables (2022-2023 Quick View Tax Guide, including tax rate tables)

Retirement Account Comparison (2023 Retirement Plan Comparison Grid)

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.

Client Letter | March 01, 2023

LPL Research explains why they remain steadfast in their belief that investors’ patience will be rewarded

How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023

Mega-cap stocks, which have outlier market capitalizations and are often referred to as ‘the generals,’ have made an impressive comeback this year.

1Q2023 ACH Newsletter

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

Global Portfolio Strategy | March 07, 2023

The STAAC has slightly reduced its overweight equities allocation but maintains its preference for stocks over bonds.

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

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.

Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

LPL Research “Midyear Outlook 2022: Navigating Turbulence” features LPL Research’s economic and market forecasts for the second half of 2022.

Outlook 2022: Passing the Baton

Get a head start on your financial future with LPL Research’s economic and market forecasts for 2022 with Outlook 2022: Passing the Baton.

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.

RESEARCH

Should Investors Care About The Debt Ceiling Drama? | LPL Street View

LPL Chief Fixed Income Strategist Lawrence Gillum looks at the ongoing debt ceiling kerfuffle and why we think investors should fade the noise.

Tracking: 1-05371693

How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023

Mega-cap stocks, which have outlier market capitalizations and are often referred to as ‘the generals,’ have made an impressive comeback this year.

Will History Rhyme? A Fed Pause Has Been Good For Fixed Income | Weekly Market Commentary | May 22, 2023

LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends investors maintain a neutral duration relative to benchmarks with the expectation that Treasury yields are likely headed lower (or at least not much higher) over the next few quarters.

Earnings Update: Better Than Feared Undersells These Results | Weekly Market Commentary | May 15, 2023

There’s plenty to worry about the rest of the year (debt limit, recession, tightening financial conditions, a Federal Reserve (Fed) policy mistake, among them), but the risk of an additional sharp contraction in profit margins has come way down.

LPL FINANCIAL TWEETS

Tweets by @LPL

SEND US AN EMAIL

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.